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Pacific Sage Partners

Company Profile

Company profile

Website

pacificsagepartners.com

Incorporated

Fiscal year end

SEC CIK

IRS number

871215824

SEC advisor number

801-122834

FINRA CRD number

315663

AUM ?

$676.95 mm (as of 28 Apr 23)

Accounts

2,146 (as of 28 Apr 23)

Employees

6 (3 investment advisory or research)

Office hours

Monday - Friday, 8:30AM TO 5:00PM

Brochures

Pacific Sage Disclosure Brochure and Brochure Supplements (28 Apr 23)

Ownership

Owner	Title	From	%Ownership
Cantus, William, Reeve	President and Chief Compliance Officer	07/2021	< 5%
Anderson, Mark, Robert Gardner	Founder and Chief Executive Officer	11/2021	< 5%
TCM Shoreline, L.L.C.	Managing Member	11/2021	> 75%
Anderson, Mark, Robert Gardner	Mnanaging Member	12/2011	> 75%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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