NewRiaPulse / report
Sageone Investment Managers LLP: new SEC registration, $691M AUM, Pune, India
Sageone Investment Managers LLP (Pune): new SEC registration, $691M AUM, Pune, India. Its amount of 691 is top-decile (91st percentile of 1,149 records). Dated 44 days ago, it serves as a historical benchmark. Score 85/100. 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: 691 · 91th percentile of 1,149 NewRiaPulse records · 5.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sageone Investment Managers LLP |
| Legal name | Sageone Investment Managers LLP |
| CRD | 285454 |
| Status | Approved |
| Registered with the SEC | 2026-09-21 |
| Latest Form ADV filing | 2026-09-11 |
| Location | Pune, India |
| Regulatory AUM | $690,855,264 |
| Accounts | 1113 |
| Employees | 21 |
| Website | https://www.linkedin.com/company/sageoneinvestmentmanagers/ |
| amount percentile | 91th of 1,149 (median 134, 5.2x median) |
| Peer records CSV (500 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: 2026-09-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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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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85 / 100 Score
- Registered in the last 60 days.
- $691M under management.
- Website on file.
What is the NewRiaPulse record for Sageone Investment Managers LLP in Pune?
Sageone Investment Managers LLP received SEC registration as an investment adviser (2026-09-21) with $690,855,264 in regulatory assets under management, based in Pune.
How does Sageone Investment Managers LLP compare to other NewRiaPulse records?
This is a top-decile record: its amount of 691 is 5.2x the median of 134 across 1,149 records. It is 44 days old, still within a typical 45-day follow-up window. Its Score of 85/100 puts it among the stronger signals in this feed.
Sageone Investment Managers LLP vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sageone Investment Managers LLP | Pune | 691 | 91st | 2026-09-21 |
| Coefficient Capital | New York, NY | 735 | 92nd | 2026-10-01 |
| Whiterock Wealth Design, LLC | Fayetteville, AR | 633 | 91st | 2026-06-04 |
| Florida Atlantic Securities Corp. | Miami, FL | 590 | 90th | 2026-08-05 |
Related records
NewRiaPulse: $500M-$1B 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.