Principal · Sage Hill Capital
David L. Roberts
CRD 4678268 · Named on Form ADV at one SEC-registered adviser
At a glance
Sage Hill Capital, an SEC-registered wealth manager based in ANN Arbor, MI with $214 million in regulatory assets, lists David L. Roberts on its Form ADV as Principal, a control person.
Firms and roles
- Sage Hill CapitalPrincipalWealth manager · ANN Arbor, MI · $214M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Frederick C. FragnerPrincipal, Chief Compliance Officer, Sage Hill Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.