SAPPHIRE STAR CAPITAL LLC
Firm details
- Headquarters
- REDMOND, Washington
- CRD number
- 226665
- Registered since
- June 12, 2015
- Website
- www.sapphirestarcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers80.9%
- Pooled Investment Vehicles19.1%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sapphire Star Capital LLC is an SEC-registered hedge fund adviser that concentrates on institutional mandates and pooled investment vehicles. The firm runs a compact, equity-focused overlay across its managed accounts while also operating two private hedge funds. Its fee schedule mixes a percentage-of-AUM charge with performance-based fees, a structure that aligns compensation with active return generation typical of hedge fund managers. Sapphire Star’s advisory activities are centered on portfolio management for pooled investment vehicles and for businesses or institutions, and its client base is small and institutional in nature. Investment activity shows a clear preference for publicly traded equities and exchange-traded products, with most separately managed account (SMA) assets positioned in listed securities. The presence of performance fees and pooled fund management suggests the firm pursues actively managed strategies rather than passive indexing, and it uses private placements and mutual funds to complement its public market exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Derivatives2%
Owners & executives
2 of 2MEGHAN CHICOINE
Chief Operating Officer & Chief Compliance OfficerCRD 4504785
MICHAEL BORGEN
Chief Investment OfficerCRD 2767686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
REDMOND, WA
KING
Location
REDMOND, WA
Headquartered in REDMOND, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 7826 Leary Way NE
- Time zone
- PT (UTC-8)
- Office locations
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