Pacific Sage Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Pacific Sage Partners reports 830 clients. They include 582 individual clients, 222 high-net-worth individuals, and 19 corporations and other businesses. Of its assets, 99.9% ($985M across 2,465 accounts) are managed with discretion; $759K across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 19% |
| High-net-worth individuals | 27% | 77% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 582 | $189M | 19.2% | $325K |
| High-net-worth individuals | 222 | $757M | 76.7% | $3.41M |
| Charitable organizations | 7 | $12.2M | 1.2% | $1.74M |
| Corporations and other businesses | 19 | $27.9M | 2.8% | $1.47M |
| Total | 830 | $986M | 100% | $1.19M |
- Clients
- 582
- Regulatory AUM
- $189M
- AUM share
- 19.2%
- Avg. per client
- $325K
- Clients
- 222
- Regulatory AUM
- $757M
- AUM share
- 76.7%
- Avg. per client
- $3.41M
- Clients
- 7
- Regulatory AUM
- $12.2M
- AUM share
- 1.2%
- Avg. per client
- $1.74M
- Clients
- 19
- Regulatory AUM
- $27.9M
- AUM share
- 2.8%
- Avg. per client
- $1.47M
Total
- Clients
- 830
- Regulatory AUM
- $986M
- AUM share
- 100%
- Avg. per client
- $1.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Pacific Sage Partners charges 0.50%–1.25% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed hourly at $100 to $500 an hour, or as a fixed engagement fee set from the expected hours.
TCM Shoreline, L.L.C. owns 75% or more of Pacific Sage Partners and is in turn owned by Mark Anderson (75% or more). Mark Anderson is CEO; the leadership team includes President William Cantus. It has 8 employees, 4 of them in advisory roles.
Leadership
Mark AndersonFounder and Chief Executive Officer
William CantusPresident and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Pacific Sage Partners, LLC
TCM Shoreline, L.L.C.
Control person · since November 2021
- Owns 75% or more of TCM Shoreline, L.L.C.
Mark Anderson
Control person · since December 2011
Pacific Sage Partners’ regulatory assets grew from $696M (May 2022) to $986M (March 2026); clients rose from 771 to 830 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $986M | 830 | 8 | 1 |
| March 2025 | $858M | 833 | 11 | 1 |
| July 2024 | $767M | 787 | 8 | 1 |
| April 2023 | $677M | 763 | 6 | 1 |
| May 2022 | $696M | 771 | 5 | 1 |
Besides its headquarters, Pacific Sage Partners has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 505 5th Avenue South, Suite 104, EdmondsHQ
Contact and registration details
- Legal name
- Pacific Sage Partners, LLC
- Headquarters
- 505 5th Avenue South, Suite 104, Edmonds, WA 98020
- Website
- pacificsagepartners.com
- Phone
- 206-533-0500
- @pacific-sage-partners-llc
- SEC file
- 801-122834
- Founded
- 2021
- Structure
- Washington LLC
- Fiscal year end
- December
Pacific Sage Partners uses Charles Schwab ($965M) as custodian for its separately managed accounts. Pacific Sage Partners has custody of $630M in client assets for 609 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $965M100%
At year end, Pacific Sage Partners’ separately managed accounts were mostly in stocks (66%) and bonds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $705M across 127 positions; the largest are Schwab Strategic TR (13.4%), Microsoft Corp. (9.9%) and Blackrock ETF Trust II (9.6%).
What the accounts hold
- Stocks66%
- Funds16%
- Bonds17%
- U.S. government and agency bonds16%
- State and local bonds1%
- Cash1%
Reported 13F holdings
- $705M
- Reported 13F value
- 127
- Positions
- 64.7%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- Schwab Strategic TR · Int-trm U.s Tres13.4%
- Microsoft Corp.9.9%
- Blackrock ETF Trust II · Isha Flex IN ETF9.6%
- Schwab Strategic TR · Intl Eqty ETF6.8%
- Vanguard Scottsdale Fds · Short Term Treas5.8%
- Vanguard Malvern Fds · Strm Infproidx5.8%
- iShares TR · Rus 1000 Val ETF5.7%
- Strategy Shs · Day Hagan Smart2.8%
- Global X Fds · Shor Ter Tre ETF2.5%
- iShares TR · Rus 1000 Grw ETF2.5%
Together, the ten largest are 64.7% of reported value.
How many clients does Pacific Sage Partners have?
Pacific Sage Partners has 830 clients and manages $986 million for them, as of March 2026. They include 582 individual clients, 222 high-net-worth individuals, and 19 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Pacific Sage Partners offer?
Pacific Sage Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Pacific Sage Partners charge?
Pacific Sage Partners charges 0.50%–1.25% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: PACIFIC SAGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 4 March 2026
Which custodians does Pacific Sage Partners use?
Pacific Sage Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $965M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Pacific Sage Partners have?
Pacific Sage Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pacific Sage Partners invest in?
At the end of its last fiscal year, Pacific Sage Partners’ separately managed accounts held 66% exchange-traded equities, 16% U.S. government and agency bonds, 16% registered funds (mutual funds, ETFs, BDCs), 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pacific Sage Partners?
Pacific Sage Partners is owned through a holding company by Mark Anderson. Its direct owner is TCM Shoreline, L.L.C. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Pacific Sage Partners get paid?
Pacific Sage Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Pacific Sage Partners registered with the SEC?
Yes, Pacific Sage Partners has been registered with the SEC as an investment adviser since 8 December 2021. Its CRD number is 315663 and its SEC file number is 801-122834.
Source: Form ADV Part 1A, Item 1, filed 4 March 2026; IAPD firm record
How do I contact Pacific Sage Partners?
Pacific Sage Partners’ main office is at 505 5th Avenue South, Suite 104, Edmonds, WA 98020. Its phone number is 206-533-0500. Its website is pacificsagepartners.com.