SourcingSourcing

PACIFIC SAGE PARTNERS, LLC

C45
CRD 315663·SEC 801-122834·EDMONDS, WA
AUM
$986.3M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PACIFIC SAGE PARTNERS, LLC
CRD
315663
SEC file #
801-122834
EIN
871215824
DBA names
Pacific Sage Partners, Llc

Economics

AUM
$986.3M
AUM band
$500M-$1B
AUM trajectory
'23'26
$696.1M → $986.3M▲ +42%
Client mix
Individuals Other582
Individuals High Net Worth222
Corporations19
Charitable Organizations7

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
3 advisors → 4 advisors▲ +33%
Primary office
EDMONDS WA
Branches
Count1

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
pacificsagepartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TCM SHORELINE, L.L.C.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
TCM SHORELINE, L.L.C.
ANDERSON, MARK, ROBERT GARDNER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PACIFICSAGEPARTNERS.COM
Rdap Domain Creation Date
2021-06-02T14:35:43Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001936845
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-01-31
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001951757-26-000671

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
505 5TH AVENUE SOUTHSUITE 104EDMONDS, WA 98020
Business
505 5TH AVENUE SOUTHSUITE 104EDMONDS, WA 98020
Edgar EIN
871215824
Edgar Recent Filings
13F-HR2026-04-21 · 0001951757-26-000671
13F-HR2026-01-16 · 0001951757-26-000203
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-02T14:35:43Z
Rdap Domain Last Changed
2025-06-03T14:30:49Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
CANTUS, WILLIAM, REEVE
IAR · Executive Officer · 2.5%
1335183
ANDERSON, MARK, ROBERT GARDNER
IAR · Executive Officer · 2.5%
2345544
COLIN H GRAY
IAR
5927061
JAMES ROSS MCBARRON
IAR
7349195