Sage Advisors, LLC
SAGE ADVISORS, LLC is a Colorado-based investment adviser registered since 2021 and headquartered in Boulder, CO. The firm manages investment portfolios for individuals, high net worth clients, charitable organizations, pension and profit-sharing plans, and corporations. As of 2025, SAGE ADVISORS operates with a small team and focuses on providing personalized investment advisory and management services.
Investment Strategy
SAGE ADVISORS, LLC implements a client-focused investment strategy centered on portfolio management for high net worth individuals and select institutions. The firm actively manages diversified holdings in public equities, with significant allocations to sectors such as business development companies, pharmaceuticals, and technology. Portfolio adjustments are made quarterly based on market analysis and client objectives, emphasizing risk management and long-term value creation.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OBDC | BLUE OWL CAPITAL CORPORATION | 20.16% | $28.1M | 2,203,744 | $14.82 | $12.77 | -$3.7M |
A ARCC | ARES CAPITAL CORP | 15.12% | $21.1M | 1,033,978 | $20.45 | $20.41 | -$2.1M |
B BNL | BROADSTONE NET LEASE INC | 11.38% | $15.9M | 888,730 | $17.26 | $17.87 | +$1.5M |
L LLY | ELI LILLY & CO | 10.62% | $14.8M | 19,430 | $626.24 | $763.00 | +$34.2K |
A AAPL | APPLE INC | 4.88% | $6.8M | 26,758 | $195.55 | $254.63 | +$1.3M |