# SAGE RHINO CAPITAL LLC

SAGE RHINO CAPITAL LLC of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 290148
- Type: SEC-registered investment adviser
- SEC file number: 801-112150
- Location: 101 JEFFERSON DRIVE, MENLO PARK, CA, 94025
- Phone: (650) 352-5600
- Latest filing: 2026-03-25
- Regulatory AUM: $883.7M
- Discretionary AUM: $883.7M
- Clients: 10
- Accounts: 1,502

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Igor Boris Lotsvin | TRUSTEE | — |
| Caroline Novak | TRUSTEE | Menlo Park, CA |
| Dana Elaine Franco-Young | CHIEF COMPLIANCE OFFICER | — |
| David Taotze Chu | CHIEF FINANICAL OFFICER | — |
| NOVAK CAROLINE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| LOTSVIN IGOR BORIS | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; TRUSTEE | — |
| FRANCO-YOUNG DANA ELAINE | CHIEF COMPLIANCE OFFICER | — |
| CHU DAVID TAOTZE | CHIEF FINANICAL OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290148/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290148/similar
- Related entities: https://search.stillhousedata.com/firm/290148/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290148

---

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.