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SAGEONE INVESTMENT MANAGERS LLP
CRD 285454File 801-137355
APPROVED
Retail clients
Custody
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$690.9M
Above cohort median (national)
Discretionary AUM
$690.9M
Clients
962
1,113 accounts
Employees
21
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 21, 2026
- Principal office
- SUYOG PLATINUM TOWER, OFFICE NO. 10, 4TH FLOOR,, NAYLOR ROAD, KOREGAON PARK, PUNE, 411002
- Phone
- +91 20 69095000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $690.9M
- Discretionary AUM
- $690.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,113
- Non-discretionary accounts
- 0
- Total accounts
- 1,113
- AUM per client
- $718K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 107 | $61.8M |
| Pooled investment vehicles | 3 | $211.6M |
| Individuals (other than high net worth individuals) | 852 | $301.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Registration | — | ACTIVE |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGEONE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGEONE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.