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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Sage Financial Group

Multi family office in West Conshohocken, United States, founded 1989; estimated AUM $3.6B; focus on real estate.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
West Conshohocken, United States
FOUNDED
1989
AUM
~$3.6B (2026, press estimate)

Investment approach

SECTORS
Real Estate & PropTech
ROUTES
Companies (own capital)

Overview

Founded in 1989, this multi family office has its headquarters in West Conshohocken, United States. Its assets under management are estimated at $3.6B (2026); its sector focus covers real estate. It invests directly in companies; 3 people are named on its team.

People

  • Alan J. Cohn
    Co-Founder and Co-President · source
  • Stephen L. Cohn
    Co-Founder and Co-President · source
  • John Sion
    Principal and Executive Wealth Manager · source

Frequently asked questions

Sage Financial Group is a multi family office based in West Conshohocken, the United States, founded in 1989.

Sage Financial Group invests its own capital into companies.

Sage Financial Group invests in Real Estate & PropTech.

Key people at Sage Financial Group include Alan J. Cohn (Co-Founder and Co-President), Stephen L. Cohn (Co-Founder and Co-President) and John Sion (Principal and Executive Wealth Manager).