BLUE SAGE CAPITAL
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 297282
- Registered since
- July 9, 2018
- Website
- www.bluesage.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3James McBride
Founder and Senior PartnerCRD 6962520
SARA LEE
CRD 8278179
Peter Huff
Founder and Managing MemberCRD 6962519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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