Sageview Advisory Group, LLC
NEWPORT BEACH, CA
Form ADV and provider website profile · CRD 126777 · regulatory data as of Aug 25, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Sageview Advisory Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$37.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,301Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$37.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$37.5BTotal Firm AUM
$37.5BDiscretionary AUM
$0Non-discretionary AUM
1,301Total accounts
1,301Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$37.5BFirm AUM
Retirement Plans95.0%
Municipalities3.5%
High-Net-Worth1.2%
Individuals0.1%
Corporations0.1%
Reported Client Types
Source: Form ADV client recordsRetirement Plans95.0%
668 clients$35.6B firm assets
Municipalities3.5%
19 clients$1.3B firm assets
High-Net-Worth1.2%
95 clients$469M firm assets
Individuals0.1%
124 clients$55M firm assets
Corporations0.1%
9 clients$36M firm assets
Reported total915 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $35.6B | 668 | 95.0% |
| Municipalities | $1.3B | 19 | 3.5% |
| High-Net-Worth | $469M | 95 | 1.2% |
| Individuals | $55M | 124 | 0.1% |
| Corporations | $36M | 9 | 0.1% |
| Reported total | $37.5B | 915 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…