{ "crd_number": 285454, "slug": "sageone-investment-managers-llp-pune-285454", "primary_business_name": "SAGEONE INVESTMENT MANAGERS LLP", "legal_name": "SAGEONE INVESTMENT MANAGERS LLP", "dbas": [], "city": "Pune", "state": null, "country": "India", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-09-21", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-09-11", "carried_forward": false, "raum_total": 690855264.0, "raum_discretionary": 690855264.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 21, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 116280209.0, "count": 151, "description": "TRUSTS, PARTNERSHIPS, FAMILY OFFICES" }, "individuals": { "raum": 301177491.0, "count": 852 }, "pooled_investment_vehicles": { "raum": 211602370.0, "count": 3 }, "corporations_other_businesses": { "raum": 61795194.0, "count": 107 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://linkedin.com/company/sageoneinvestmentmanagers", "https://sageoneinvestments.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285454", "city_as_filed": "PUNE", "url": "https://advisorcensus.com/firm/sageone-investment-managers-llp-pune-285454", "display_name": "Sageone Investment Managers LLP", "summary": "Sageone Investment Managers LLP is an SEC-registered investment advisory firm in Pune, India, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.", "citation": "AdvisorCensus. Sageone Investment Managers LLP (CRD 285454): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Sageone Investment Managers LLP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Sageone Investment Managers LLP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Sageone Investment Managers LLP located?", "a": "Sageone Investment Managers LLP's principal office is in Pune, India, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Sageone Investment Managers LLP registered with the SEC or a state?", "a": "Sageone Investment Managers LLP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 285454." }, { "q": "How much does Sageone Investment Managers LLP manage?", "a": "Sageone Investment Managers LLP reports $690,855,264 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary)." }, { "q": "What types of clients does Sageone Investment Managers LLP serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (852); other (151); corporations or other businesses not listed above (107)." }, { "q": "Which custodians does Sageone Investment Managers LLP use?", "a": "Sageone Investment Managers LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Nuvama Wealth and Investment Limited as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Sageone Investment Managers LLP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285454" }, { "q": "What changed in Sageone Investment Managers LLP's recent Form ADV filings?", "a": "In the September 2026 filing data: Added an office in Gandhinagar. Added an office in Mumbai. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-08-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2022-06-27" }, { "period": "2023-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2023-06-20" }, { "period": "2024-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2024-06-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2024-06-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 690855264.0, "total_employees": 21, "filing_date": "2026-09-11" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Added an office in Gandhinagar.", "Added an office in Mumbai.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Nuvama Wealth and Investment Limited", "name_as_filed": "NUVAMA WEALTH AND INVESTMENT LIMITED", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/sageone-investment-managers-llp-pune-285454.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 852, "fewer_than_5": false, "raum": 301177491.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 211602370.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 107, "fewer_than_5": false, "raum": 61795194.0 }, { "type": "other", "label": "Other", "count": 151, "fewer_than_5": false, "raum": 116280209.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285454", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }