SAGE CAPITAL ADVISORS,LLC

HTTP://WWW.SAGE-CAP.COM SIOUX FALLS, SD Investment Advisor How do I update this listing?

Subscription Required

Equal-WT
WhaleScore 2.0 ?

79

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Sage Capital Advisors is based out of Sioux Falls. Sage Capital Advisors is a large advisory firm with 155 clients and discretionary assets under management (AUM) of $249,620,791 (Form ADV from 2021-04-29). Their last reported 13F filing for Q1 2021 included $223,111,000 in managed 13F securities and a top 10 holdings concentration of 36.95%. Sage Capital Advisors's largest holding is Apple Inc with shares held of 171,858. Sage Capital Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

Download 13F Summary Create Alert

03/31/2021

13F Activity

  • Market Value $223.111 Million
  • Prior Market Value $202.883 Million
  • New Purchases3 stocks
  • Additional Purchases55 stocks
  • Sold out of8 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 36.95 %
  • Turnover % [1]:10.68%
  • Turnover Alt % [2]: 1.96 %
  • Time Held Top20:5.70 quarters
  • Time Held Top10:5.30 quarters
  • Time Held All:8.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 7.59%
Performance Last 4 Quarters: 7.82%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SAGE CAPITAL ADVISORS, LLC
122 S. PHILLIPS AVENUE, SUITE 260
SIOUX FALLS SD    57104
Country: United States

Business Phone: 844-279-7243
Fax: 858-753-1801
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NV
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 155
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2021-03-03
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2020-11-19
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2020-09-22
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2019-11-07
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2019-09-17
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2019-04-10
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2019-01-08
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2018-11-28
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

SAGE CAPITAL ADVISORS, LLC

ownership team - last updated 2018-05-03
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE CHIEF COMPLIANCE OFFICER/MANAGER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01
D BLAIR CORPORATION MEMBER 07/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2013-07-01
SAGE ONE LTD MEMBER 02/01/2007 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2007-02-01
MALONE CAPITAL ADVISORS, LLC MEMBER indirect 2007-02-01
JOHNSON, MATTHEW, ALLEN MANAGER/MEMBER SAGE ONE LTD 02/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
BLAIR, DIANA, MARIE MANAGER/MEMBER D BLAIR CORPORATION 07/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SAGE CAPITAL ADVISORS, LLC MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MANAGER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER/MEMBER direct 2005-07-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2007-02-01
SAGE CAPITAL ADVISORS, LLC MANAGER/MEMBER indirect 2013-07-01

WhaleScore history for SAGE CAPITAL ADVISORS,LLC

You must have a subscription to view WhaleScore histories

Elevate your investments