The BLUE SAGE SERVICES is a privately held investment adviser that advises $1.26Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BLUE SAGE SERVICES 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 166.84% over the last 5-years.
The Group has been registered with the SEC for 8.07 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 2700 VIA FORTUNA SUITE 300, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 16 employees comprised of 15 investment and 1 non-investment staff. The total number of Employees increased by 23.08% over the last 5-years.
Their $1.26Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.26Bn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO and FI/Credit - Diverse, representing 89.76% and 10.24% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $615.62mn in assets.
The Group discloses management fees and performance-based fees.
BLUE SAGE SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.