Pacific Sage Partners, Llc
- Regulatory AUM
- $986M
- Discretionary
- $985M
- Clients
- 830
- Avg AUM / client
- $1.2M
- Accounts
- 2,482
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 582 | $189M | 19.2% |
| High net worth individuals | 222 | $757M | 76.7% |
| Charitable organizations | 7 | $12.2M | 1.24% |
| Corporations and other businesses | 19 | $27.9M | 2.83% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Robert Gardner Anderson | Founder And Chief Executive Officer | Dec 2011 (15y) | ≈ 56.25% – 100% via Tcm Shoreline, L.L.C. | |
| William Reeve Cantus | President And Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Colin H Gray | Registered representative | CFP | Apr 2022 (4y) | |
| James Ross Mcbarron | Registered representative | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tcm Shoreline, L.L.C. | Managing Member | Nov 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Robert Gardner Anderson: 75% – 100% of Tcm Shoreline, L.L.C. × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 909 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $965M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗