Sage Financial Group

Asset Manager SEC-registered adviser

Legal name: Sage Financial Group Inc.

West Conshohocken, PA Website

AUM

$4.3B
Regulatory AUM

Private funds

4
Real Estate 4

Private fund assets

$87.0M
Gross asset value

Employees

28

Last Form D raise

—

From SEC Form ADV filing (filed Jun 30, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
Alan Cohn
Co-President, CFO, CIO, Director
Source: SEC Form ADV
J
John Sion
Chief Compliance Officer, Partner
Source: SEC Form ADV
M
Mitchell Bednoff
Vice President, Partner
Source: SEC Form ADV
S
Stephen Cohn
Co-President, COO, Director
Source: SEC Form ADV

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Sage Real Estate Fund VII, L.P.Real Estate$29.8M———
Sage Real Estate Fund VI, L.P.Real Estate$23.8M———
Sage Real Estate Fund IV, L.P.Real Estate$21.3M———
Sage Qualified Opportunity Fund I, L.P.Real Estate$12.1M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
116574
SEC file number
801-61553
CIK
882119

Sources