Robeco Sage Capital Management, L.L.C. (New York)


Robeco Sage Capital Management, L.L.C. is a large advisory firm based in New York. It manages $1.4 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2002.

Robeco Sage Capital Management, L.L.C provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Robeco Sage Capital Management, L.L.C: assets under management

The assets under management (AUM) of Robeco Sage Capital Management, L.L.C. is $1.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 375% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.4 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robeco Sage Capital Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Robeco Sage Capital Management, L.L.C.

Paul S Platkin has served as the Chief Investment Officer since 1 Apr 2003. Robeco International Holding B.V. joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Ronald Steven Tauber Principal 1 Sep 1993 Other 1367604
Peter Levy Principal 1 Sep 1993 Other 2455174
Robert Alan Friedman Principal 1 Sep 1993 Other 214705
Anne Barbara Brownfarrell Principal 1 Sep 1993 Other 31967
Timothy James Stewart Principal 1 Feb 2000 Other 2830785
Rabobank Netherlands Owner 1 Jul 2002 75% - 100% xxx-xx-xxxx
Inc. Robeco Usa Owner 1 Jul 2002 75% - 100% xxx-xx-xxxx
Paul S Platkin Chief investment officer 1 Apr 2003 Other 4679631
Mary Ann C. Iudice Chief compliance officer of robeco usa, inc. 1 Sep 2004 Other 2796437
Ruth Smith Goodstein Chief operating officer 1 Oct 2005 Other 1394268

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robeco Groep N.V. Sole shareholder 1 Feb 2001 75% - 100% foreign
Rabobank Nederland Sole shareholder 1 Feb 2001 75% - 100% foreign
Robeco Deelneminigen B.V. Sole shareholder 1 Dec 2002 75% - 100% foreign
Robeco Nederland B.V. Sole shareholder 1 Dec 2002 75% - 100% foreign
Robeco Us Holdings B.V. Sole shareholder 1 Dec 2003 75% - 100% foreign
Robeco Groep N.V. Sole shareholder 1 Dec 2003 75% - 100% foreign
Robeco International Holding B.V. Sole shareholder 1 Dec 2003 75% - 100% foreign
Robeco Holdings B.V. Sole shareholder 1 Dec 2003 75% - 100% foreign
Robeco International Holding B.V. Sole shareholder 1 Jan 2006 75% - 100% foreign
Inc. Robeco Us Holding Sole shareholder 1 Jan 2006 75% - 100% foreign

Based in New York

The principal office where Robeco Sage Capital Management, L.L.C. performs its advisory services is located at 909 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-908-9660 or by fax 212-908-0168. The normal business hours are 8am - 5pm on Monday - Friday.