SAGE ROAD CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
164952
Registered since
March 31, 2026
Website
sagerc.com

Firm profile

FINTRX

Overview

Sage Road Capital is structured as a limited partnership that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s capital deployment is concentrated in private market strategies, with private equity identified as its principal vehicle. The organization also allocates to venture capital and natural-resources-related exposures, including commodities and oil & gas, and acts as managing member for the funds it sponsors. Sage Road Capital is not positioned as an active ESG investor and is classified as a domestic, single-state adviser. It is not designated as a capital allocator in the data provided; instead its activity centers on forming and managing closed-end private funds where it serves in a fiduciary and operational role for investors. SEC registration is listed as effective in 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • JOSHUA BATCHELOR

    Managing Partner and Co-FounderCRD 3084846

  • BENJAMIN STAMETS

    Managing Partner and Co-FounderCRD 6101427

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2121 Sage Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth