The SAGE EQUITY PARTNERS is a privately held investment adviser that advises $175.6mn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. SAGE EQUITY PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 106.01% over the last 5-years.
The Group has been registered with the SEC for 0.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3737 BUFFALO SPEEDWAY SUITE 1850, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
Their $175.6mn in assets advised are owned by 49 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $175.6mn or 100% of Total Assets.
The Group's top investment strategies include FI/Credit - Mezzanine Finance, Traditional LBO and Infrastructure, representing 68.85%, 16.17% and 14.98% of total assets, respectively.
They advise Private Equity Fund fund type.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 43 private funds with $131.98mn in assets.
The Group does not disclose any type of fee.
SAGE EQUITY PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.