SAGE ADVISORY SERVICES LTD CO

UUIDc16daa6e-699b-5b2f-9031-c7b9f7202c12

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:23:49

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	106236	106236	—	1.0
cik	0001534378	1534378	—	—
lei	549300SKL8ZTWD7IT150	549300SKL8ZTWD7IT150	—	—
sec_file_number	801-52937	801-52937	—	—

HQ CityAUSTIN

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.