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The fee is billed in arrears and is negotiable.","source":"PACIFIC SAGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pacific Sage Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pacific Sage Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pacific Sage Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pacific Sage Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pacific Sage Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Pacific Sage Partners registered with the SEC?","answer":"Yes, Pacific Sage Partners has been registered with the SEC as an investment adviser since 8 December 2021. 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