SAGE RHINO CAPITAL LLC MENLO PARK, CA Investment Advisor How do I update this listing?

Sage Rhino Capital is based out of Menlo Park. Sage Rhino Capital is a large advisory firm with 116 clients and discretionary assets under management (AUM) of $426,085,931 (Form ADV from 2019-04-30). Their last reported 13F filing for Q1 2019 included $151,341,000 in managed 13F securities and a top 10 holdings concentration of 44.91%. Sage Rhino Capital's largest holding is Invesco S&P 500 Equal Weight ETF with shares held of 133,723. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert


Top Sells

  • Name% Change


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.4%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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

Security Types:

*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MENLO PARK CA    94025
Country: United States

Business Phone: (650) 352-5600
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 192,248,000
Total Number of Clients: 116
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.H (1).(c)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions


Elevate your investments