SAGE RHINO CAPITAL LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 290148). Regulatory assets under management: $883.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | civil | — | — | — |