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Building 2BLUE SAGE CAPITAL

Map pinAUSTIN, TX
Phone512-536-1900
NotebookSEC #801-113583
Total AUM
$1.3B
Employees
16
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 VIA FORTUNA
SUITE 300
AUSTIN
TX 78746
United States
Operating Hours
9:00AM - 7:00PM
Monday - Friday
Phone
512-536-1900

ReceiptFinancials

Total AUM
$1.3B
Accounts
5
Discretionary
$1.3B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$1.3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MONITORING AND TRANSACTION FEES, EACH OFFSET BY MANAGEMENT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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