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Sage Financial Group
Sage Financial Group was established in 1989 by David, Stephen and Alan Cohn. The firm grew from the Cohn family’s existing investment advisory business and...
Sage Financial Group
Sage Financial Group was established in 1989 by David, Stephen and Alan Cohn. The firm grew from the Cohn family’s existing investment advisory business and now serves several families from its base in West Conshohocken, Pennsylvania. The firm allocates across private equity, real estate, hedge funds and fund-of-funds structures. It maintains a direct co-investment program and sponsors vehicles such as Sage Real Estate Fund VII LP and Sage Qualified Opportunity Fund I LP. Confirmed holdings include positions in Plain Sight Capital and legacy interests in Cohn Management Group. Geographic reach centers on North America with indicated exposure to Africa. The firm reports 3,624 million USD in assets. It maintains relationships with custodians Charles Schwab and Fidelity Investments and legal counsel Royer Cooper Cohen Braunfeld LLC. Alan Cohn serves on the board of Ben Franklin Technology Partners and both Alan and Stephen Cohn belong to the Satell Institute. Stephen Cohn has chaired the Mastery Charter School Foundation board. Governance remains within the founding family through the Cohn Management Group holding structure. This arrangement allows direct oversight of sponsored funds and client mandates without external ownership layers.
General information
Firm type
Multi Family Office
Year founded
1989
Location
Region
North America
Country
United States
City
West Conshohocken
Corporate office
West Conshohocken, PA, United States
Principals
Alan J. Cohn
Co-Founder and Co-President
Stephen L. Cohn
Co-Founder and Co-President
John Sion
Principal and Executive Wealth Manager
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Sage Financial Group?
Alan J. Cohn and Stephen L. Cohn serve as co-presidents and oversee investment policy. Mitchell Bednoff and John Sion act as principals and executive wealth managers on client mandates.
Does Sage Financial Group participate in fund commitments or only direct deals?
The firm commits to external funds and sponsors its own private equity and real estate vehicles. It also executes direct co-investments and SPVs for qualified clients.
Where does the underlying wealth come from?
The firm traces its origins to the Cohn family investment advisory enterprise established before 1989.
What investment stages does Sage Financial Group typically target?
The firm targets private equity, real estate and hedge fund opportunities without a single-stage restriction. It maintains both primary fund commitments and secondary or direct positions.
Does Sage Financial Group maintain philanthropic structures?
Stephen Cohn has chaired the Mastery Charter School Foundation board. Alan Cohn serves on the investment committee of the Jewish Federation of Greater Philadelphia and both brothers support Alex's Lemonade Stand Foundation.
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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