# SAGE ADVICE FINANCIAL LLC

SAGE ADVICE FINANCIAL LLC is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2001
- **Assets under management:** $500M–$1B (Altss estimate)
- **Website:** sageadvicefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/jared-peck-ba11a0a

## Regulatory record

- **CRD number:** 338145
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338145

## About

SAGE ADVICE FINANCIAL LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure
- Energy Transition & Renewables

## People

- Michael Zeuner — Managing Partner
- Jeffrey Schwartz — Managing Partner

## 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.

## Related profiles

- [HYPHEN WEALTH MANAGEMENT](https://altss.com/profile/hyphen-wealth-management)
- [Wisepath Financial Planning](https://altss.com/profile/wisepath-financial-planning-llc)

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Last updated: 2026-07-06T01:24:24.904Z

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