BLUE SAGE CAPITAL

RIASEC RegisteredEst. 2018
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$251M
Accounts
5
Employees
16
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
297282
Registered since
July 9, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Sage Capital is organized as a limited partnership and operates as a private equity manager that advises pooled investment vehicles. The firm, SEC-registered since 2018, targets institutional clients and functions as sponsor, general partner and managing member for its funds rather than acting primarily as an allocator. Its advisory work centers on portfolio management for pooled vehicles; fee arrangements include a percentage-of-assets component plus performance-based fees and other fee structures. Blue Sage does not present itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • James McBride

    Founder and Senior PartnerCRD 6962520

  • SARA LEE

    CRD 8278179

  • Peter Huff

    Founder and Managing MemberCRD 6962519

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
2700 Via Fortuna
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth