Sage Harbor Advisors, Inc. (Houston)

Name: Sage Harbor Advisors, Inc.
Address: 2121 Sage Rd., Suite 380, Houston, TX, 77056
Telephone: 713-501-3744

Sage Harbor Advisors, Inc. is a large advisory firm based in Houston. It manages $90.87 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Texas.

Sage Harbor Advisors provides portfolio management for individuals and small businesses and consulting advisory relationship implementing sha models within aca, effective 7/1/16. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sage Harbor Advisors: assets under management

The assets under management (AUM) of Sage Harbor Advisors, Inc. is $90.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $726.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sage Harbor Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sage Harbor Advisors, Inc.

David Hamilton Belding has been acting as President since 1 Jan 1997. Jordan Davis Mathews joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Hamilton Belding	President	1 Jan 1997	75% - 100%	2441773
Jordan Davis Mathews	Chief compliance officer	1 Mar 2012	Other	5650543
David Hamilton Belding	President, chief investment officer, chief compliance officer	1 Jul 2016	75% - 100%	2441773

Based in Houston

The principal office where Sage Harbor Advisors, Inc. performs its advisory services is located at 2121 Sage Rd., Suite 380, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-501-3744 or by fax 713-334-8023. The normal business hours are 8:30 a.m.- 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at sageharboradvisors.com.