|
⚲
|
| Blue Sage Services LP
✚
| |
|---|---|
| CRD # | 297282 |
| SEC # | 801-113583 |
| CIK # | |
| AUM | $466.8 MM (2024-03-27) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 512-536-1900 |
| Address | 2700 Via Fortuna Austin, TX 78746 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Blue Sage Capital III LP | [2018-06-08] | 288.4 | 432.7 |
| PE | Blue Sage Capital II LP | [2018-06-08] | 43.2 | 34.0 |
| PE | Blue Sage Capital LP | 2018-06-08 | 13.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 466.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 466.8 |
| By Discretionary | ||
| Discretionary | 2 | 466.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 466.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.8 | |
| Total | 2 | 466.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Peter Huff | 3 | ||
| James McBride | 3 | ||
| Blue Sage Management II LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capitala Private Advisors LLC
✚
|
NC | 0.5 |
|
Shorehill Capital LLC
✚
|
IL | 0.5 |
|
Turnspire Capital Partners LLC
✚
|
NY | 0.5 |
|
SER Capital Partners Management LP
✚
|
CA | 0.5 |
|
LEP Management LLC
✚
|
UT | 0.5 |
|
Guardian Capital Partners Investment Management LP
✚
|
PA | 0.5 |
|
Astara Capital Partners LP
✚
|
NY | 0.5 |
|
Potentum Partners LP
✚
|
0.5 | |
|
Acacia Partners LLC
✚
|
TX | 0.5 |
|
Atwater Capital LLC
✚
|
CA | 0.5 |