# SAGE 360 ADVISORS LLC

SAGE 360 ADVISORS LLC of ALBANY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 143680
- Type: SEC-registered investment adviser
- SEC file number: 801-67792
- Location: 16 THE SAGE ESTATE, SUITE 140, ALBANY, NY, 12204
- Phone: (518) 813-8564
- Latest filing: 2026-02-19
- Regulatory AUM: $21.5M
- Non-discretionary AUM: $21.5M
- Clients: 2
- Accounts: 20

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| PEER KATHLEEN CECELIA | SENIOR MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| TOFFEL PHILIP JOHN | SENIOR MANAGING DIRECTOR | — |
| ANTALEK FRANCIS MICHAEL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143680/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143680/similar
- Related entities: https://search.stillhousedata.com/firm/143680/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143680

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.