SAGE CAPITAL MANAGEMENT LLC

CRD 108547File 801-56261

APPROVED

Retail clients

Custody

Filing as of Jun 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$368.6M

Below cohort median (national)

Discretionary AUM

$365.4M

Non-discretionary $3.2M

Clients

315

317 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Feb 5, 1999
Principal office: Not reported
Phone: 212-584-4110
Website: https://www.linkedin.com/in/lawrence-busch-5039155/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $368.6M
Discretionary AUM: $365.4M
Non-discretionary AUM: $3.2M
Discretionary accounts: 309
Non-discretionary accounts: 8
Total accounts: 317
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$8.4M
High net worth individuals	249	$333.9M
Pooled investment vehicles	1	$847K
Pension and profit sharing plans	Fewer than 5	$11.0M
Individuals (other than high net worth individuals)	65	$14.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.