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SAGE ADVICE FINANCIAL LLC
SAGE ADVICE FINANCIAL LLC is a multi family office based in New York, founded 2001; the Altss profile covers its classification, headquarters, registration,...
SAGE ADVICE FINANCIAL LLC
SAGE ADVICE FINANCIAL LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2001
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Michael Zeuner
Managing Partner
Jeffrey Schwartz
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Sage Advice Financial?
Investment decisions are led by managing partners Michael Zeuner and Jeffrey Schwartz, who have overseen the firm's multi-family office structure since its 2001 founding. Their team evaluates direct deals and co-investments across real estate, credit, and hedge funds.
How does Sage Advice Financial source proprietary deal flow?
The firm sources deals through its network of family clients and external operating partners, particularly in real estate and infrastructure. By aggregating capital from multiple families, it gains access to co-investment opportunities that might otherwise require larger commitments.
Is Sage Advice Financial structured as a single family office or a multi-family office?
Sage Advice Financial operates as a multi-family office, managing wealth for a network of families rather than a single family. This structure differentiates it from traditional single-family offices, allowing shared access to investments and operational resources.
Does Sage Advice Financial participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct deals. It allocates to hedge funds and private credit funds while also pursuing direct co-investments in real estate and infrastructure projects alongside its family clients.
What investment stages does Sage Advice Financial typically target?
The firm targets late-stage and income-generating assets, including stabilized real estate, infrastructure projects, and credit investments. It generally avoids early-stage venture capital.
Where does the underlying wealth at Sage Advice Financial come from?
The wealth origin of the families served by Sage Advice Financial is not publicly disclosed. The firm maintains client confidentiality.
What is known about Sage Advice Financial's recent activity?
In 2024, the firm increased its focus on energy transition and renewables, reflecting a broader shift toward sustainable infrastructure. The specific deals or allocations have not been publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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