Sage Residential Management LLC: new SEC registration, $444M AUM, Morristown, NJ
Sage Residential Management LLC (Morristown, New Jersey): new SEC registration, $444M AUM, Morristown, NJ. Its amount of 444 is above the median of 134 (86th percentile). Dated 143 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 444 · 86th percentile of 1,149 NewRiaPulse records · 3.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sage Residential Management LLC |
| Legal name | Sage Residential Management LLC |
| CRD | 315039 |
| Status | Approved |
| Registered with the SEC | 2026-06-15 |
| Latest Form ADV filing | 2026-09-09 |
| Location | Morristown, NJ, United States |
| Regulatory AUM | $444,067,079 |
| Accounts | 3 |
| Employees | 12 |
| Website | https://www.sageresi.com |
| amount percentile | 86th of 1,149 (median 134, 3.3x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Revel Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Sage Residential Management LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Sage Residential Management LLC's amount: 86th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $444M under management.
- Website on file.
What is the NewRiaPulse record for Sage Residential Management LLC in Morristown, New Jersey?
Sage Residential Management LLC received SEC registration as an investment adviser (2026-06-15) with $444,067,079 in regulatory assets under management, based in Morristown, NJ.
How does Sage Residential Management LLC compare to other New Jersey NewRiaPulse records?
Its amount of 444 sits in the upper half (86th percentile) of 1,149 records; the median is 134. It is 143 days old; check the official source for later updates before acting.
Sage Residential Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sage Residential Management LLC | Morristown, NJ | 444 | 86th | 2026-06-15 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.