# Sage Financial Group

Sage Financial Group is a Multi Family Office based in West Conshohocken, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** West Conshohocken, United States
- **Region:** North America
- **Address:** West Conshohocken, PA, United States
- **Founded:** 1989
- **Assets under management:** 3.6B (Altss estimate)
- **Website:** sagefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/sage-financial-group

## Regulatory record

- **CRD number:** 116574
- **SEC file number:** 801-61553
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-19T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116574

## About

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 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.

## Sectors

- Private Equity
- Real Estate
- Fund of Funds
- Hedge Funds

## People

- Alan J. Cohn — Co-Founder and Co-President
- Stephen L. Cohn — Co-Founder and Co-President
- John Sion — Principal and Executive Wealth Manager

## 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.

### 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.

## Related profiles

- [Connecticut Wealth Management](https://altss.com/profile/connecticut-wealth-management-llc-ctwm)

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

Canonical page: https://altss.com/profile/sage-financial-group-inc

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