Sage Residential Management Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 315039
· SEC file 801-136509
· Morristown, NJ
· www.sageresi.com
☆ Save with Pro
ADV data as of May 18, 2026
- Regulatory AUM
- $444M
- Discretionary
- $444M
- Clients
- 3
- Avg AUM / client
- $148M
- Accounts
- 3
- Employees
- 12
AUM over time
$444M
$444M
May 15, 2026
May 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $444M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $103M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sage Residential Msrof 2 Lp | Real Estate Fund | Delaware | $103M | 2 |
Private funds (1, $103M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sage Residential Msrof 2 Lp | Real Estate Fund | $103M | $100M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.95 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
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: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗