Sage Capital Management LLC

Sage Capital Management LLC is a registered investment adviser managing approximately $368.6 million for about 314 clients. The firm provides discretionary asset management, standalone financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, employee benefit plans and business entities.

Portfolios are managed using a core‑and‑satellite strategic asset allocation that blends passive ETFs and active managers and is globally diversified; the firm employs fundamental, technical and cyclical analysis and conducts at least quarterly reviews and rebalancing. Sage may use margin in separately managed accounts and bills advisory fees on securities purchased on margin, a practice that introduces leverage‑related risks that clients should consider.

Sage also sponsors and serves as investment adviser to MW Sage Fund 1 LLC, a private pooled real estate vehicle for which the firm is compensated directly and does not charge advisory fees on client assets invested in the Fund; clients may be solicited to invest but are under no obligation to do so. As a private fund adviser and manager of pooled vehicles, the firm follows fund custody and reporting protocols (including audited financial statements for investors) and its representatives also hold insurance licenses and make use of custodial/prime brokerage and research arrangements through Fidelity.