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SAGE HILL CAPITAL

ANN ARBOR, MI · CRD 155016 · IAPD ↗ · sagehillcapital.com · 888-988-5623

$214.3MRegulatory AUM
2Advisory reps
2Employees
79Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — SAGE HILL CAPITAL reported RAUM up 30% ($165.3M -> $214.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — SAGE HILL CAPITAL reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.