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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 a state-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
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.
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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