SA
Sage Advisors, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 148964
· SEC file 801-69790
· New York, NY
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ADV data as of Jul 13, 2026
- Regulatory AUM
- $366M
- Discretionary
- $366M
- Clients
- 25
- Avg AUM / client
- $14.6M
- Accounts
- 24
- Employees
- 18
AUM over time
$90.1M
$538M
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 25 | $366M | 100.0% |
Private funds (21)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $295M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Equity Access Fund, L.P. | Other Private Fund | Delaware | $52.0M | 7 |
| Hampshire Associates Fund Qp, Lp | Other Private Fund | Delaware | $44.7M | 25 |
| Liberty Permit Energy Infrastructure Fund Lp | Private Equity Fund | Delaware | $37.9M | 41 |
| Countervailing Private Equity Fund, Lp | Private Equity Fund | Delaware | $32.5M | 26 |
| Hampshire Associates Fund Lp | Other Private Fund | Delaware | $26.7M | 32 |
| Algonquin Middle Market Opportunities Fund, L.P. master | Private Equity Fund | Delaware | $23.3M | 7 |
| Hampshire Institutional Fund, Lp | Other Private Fund | Delaware | $21.7M | 28 |
| Liberty Permit Energy Infrastructure Fund (Parallel) Lp | Private Equity Fund | Delaware | $15.2M | 5 |
| One Tower Biscotti, Llc | Private Equity Fund | Delaware | $10.7M | 73 |
| Permit Qoz Fund I, Llc | Private Equity Fund | Delaware | $7.2M | 11 |
| One Tower Curtain, Llc | Private Equity Fund | Delaware | $4.9M | 90 |
| The Philadelphia Community Impact Fund, Llc | Private Equity Fund | Delaware | $3.9M | 8 |
| One Tower Guava, Llc | Private Equity Fund | Delaware | $3.4M | 48 |
| Algonquin Special Opportunities Fund I, Lp | Private Equity Fund | Delaware | $2.1M | 1 |
| One Tower Magellan, Llc | Private Equity Fund | Delaware | $1.9M | 19 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kurt Patrick Miscinski | President | Nov 2017 (9y) | Less than 5% | |
| Hilden, Kevin, David | Chief Operations Officer | May 2018 (8y) | Less than 5% | |
| Seco, Robert, Joseph | General Counsel | Sep 2020 (6y) | Less than 5% | |
| Neil Lawrence Quinlan | Director Of Operations | CFP | Apr 2023 (3y) | Less than 5% |
| Prostick, Arthur, Isom | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Shah, Suketu, Chitranjan | Chief Financial Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cerity Partners Llc | Manager | Jan 2020 | A | 75% or more |
| Cerity Partners Equity Holding Llc | Member | Sep 2018 | B | ≈ 56.25% – 100% via Cerity Partners Llc |
| Cp Merger Ii Llc | Member | Jul 2022 | B | ≈ 42.19% – 100% via Cerity Partners Equity Holding Llc |
| Cp Merger I Llc | Member | Jul 2022 | B | ≈ 31.64% – 100% via Cp Merger Ii Llc |
| Cp Intermediate Ii Llc | Member | Jul 2022 | B | ≈ 23.73% – 100% via Cp Merger I Llc |
| Cp Intermediate I Llc | Member | Jul 2022 | B | ≈ 17.8% – 100% via Cp Intermediate Ii Llc |
| Cp Holdings I Llc | Member | Jul 2022 | B | ≈ 5.63% – 100% via Cp Acp Llc |
| Cp Rts Llc | Member | Nov 2022 | B | ≈ 13.35% – 100% via Cp Intermediate I Llc |
| Cp Acp Llc | Member | Jan 2023 | B | ≈ 7.51% – 100% via Cp Mcm Llc |
| Cp Mcm Llc | Member | Jan 2023 | B | ≈ 10.01% – 100% via Cp Rts Llc |
| Cerity Partners Eoe Llc | Member | Sep 2018 | B | ≈ 1.41% – 50% via Cp Holdings I Llc |
| Genstar Capital Partners X, L.P. | Member | Jul 2022 | B | ≈ 1.41% – 50% via Cp Holdings I Llc |
| Genstar Capital X, L.P. | General Partner | Jul 2022 | B | GP / trustee / elected manager of Genstar Capital Partners X, L.P. (indirect) |
| Genstar X Gp Llc | General Partner | Jul 2022 | B | GP / trustee / elected manager of Genstar Capital X, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cerity Partners Equity Holding Llc: 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cp Merger Ii Llc: 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Cp Merger I Llc: 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Cp Intermediate Ii Llc: 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Cp Intermediate I Llc: 75% – 100% of Cp Intermediate Ii Llc × 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cp Holdings I Llc: 75% – 100% of Cp Acp Llc × 75% – 100% of Cp Mcm Llc × 75% – 100% of Cp Rts Llc × 75% – 100% of Cp Intermediate I Llc × 75% – 100% of Cp Intermediate Ii Llc × 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 5.63% – 100% of the firm
- Cp Rts Llc: 75% – 100% of Cp Intermediate I Llc × 75% – 100% of Cp Intermediate Ii Llc × 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Cp Acp Llc: 75% – 100% of Cp Mcm Llc × 75% – 100% of Cp Rts Llc × 75% – 100% of Cp Intermediate I Llc × 75% – 100% of Cp Intermediate Ii Llc × 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 7.51% – 100% of the firm
- Cp Mcm Llc: 75% – 100% of Cp Rts Llc × 75% – 100% of Cp Intermediate I Llc × 75% – 100% of Cp Intermediate Ii Llc × 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Cerity Partners Eoe Llc: 25% – 50% of Cp Holdings I Llc × 75% – 100% of Cp Acp Llc × 75% – 100% of Cp Mcm Llc × 75% – 100% of Cp Rts Llc × 75% – 100% of Cp Intermediate I Llc × 75% – 100% of Cp Intermediate Ii Llc × 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 1.41% – 50% of the firm
- Genstar Capital Partners X, L.P.: 25% – 50% of Cp Holdings I Llc × 75% – 100% of Cp Acp Llc × 75% – 100% of Cp Mcm Llc × 75% – 100% of Cp Rts Llc × 75% – 100% of Cp Intermediate I Llc × 75% – 100% of Cp Intermediate Ii Llc × 75% – 100% of Cp Merger I Llc × 75% – 100% of Cp Merger Ii Llc × 75% – 100% of Cerity Partners Equity Holding Llc × 75% – 100% of Cerity Partners Llc × 75% – 100% direct ≈ 1.41% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (21, $295M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Equity Access Fund, L.P. | Other Private Fund | $52.0M | $500K | 7 |
| Hampshire Associates Fund Qp, Lp | Other Private Fund | $44.7M | $1.0M | 25 |
| Liberty Permit Energy Infrastructure Fund Lp | Private Equity Fund | $37.9M | $500K | 41 |
| Countervailing Private Equity Fund, Lp | Private Equity Fund | $32.5M | $1.0M | 26 |
| Hampshire Associates Fund Lp | Other Private Fund | $26.7M | $1.0M | 32 |
| Algonquin Middle Market Opportunities Fund, L.P. | Private Equity Fund | $23.3M | $250K | 7 |
| Hampshire Institutional Fund, Lp | Other Private Fund | $21.7M | $1.0M | 28 |
| Liberty Permit Energy Infrastructure Fund (Parallel) Lp | Private Equity Fund | $15.2M | $500K | 5 |
| One Tower Biscotti, Llc | Private Equity Fund | $10.7M | $250K | 73 |
| Permit Qoz Fund I, Llc | Private Equity Fund | $7.2M | $0 | 11 |
| One Tower Curtain, Llc | Private Equity Fund | $4.9M | $100K | 90 |
| The Philadelphia Community Impact Fund, Llc | Private Equity Fund | $3.9M | $100K | 8 |
| One Tower Guava, Llc | Private Equity Fund | $3.4M | $100K | 48 |
| Algonquin Special Opportunities Fund I, Lp | Private Equity Fund | $2.1M | $25.0M | 1 |
| One Tower Magellan, Llc | Private Equity Fund | $1.9M | $100K | 19 |
| One Tower Mass, Llc | Private Equity Fund | $1.9M | $100K | 91 |
| One Tower Atlantic, Llc | Private Equity Fund | $1.5M | $250K | 64 |
| One Tower Quahog, Llc | Private Equity Fund | $1.2M | $0 | 39 |
| Ammof Aiv, L.P. | Private Equity Fund | $1.0M | $0 | 2 |
| One Tower Kudzu, Llc | Private Equity Fund | $880K | $100K | 75 |
| Gw Equity Fund, Llc | Private Equity Fund | $804K | $0 | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 5.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗