|
⚲
|
| Sage Equity Partners LP
✚
|
|
|---|---|
| CRD # | 289255 |
| SEC # | 802-134931 |
| CIK # | |
| AUM | |
| Employees | |
| Phone | 713-221-3751 |
| Address | 3737 Buffalo Speedway Houston, TX 77098 |
| Source | [IAPD] [Website] |
| Total AUM ($) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SEP Deerbrook LP | [2026-03-30] | 2.6 | 2.6 |
| Offered $2,616,950 · Filed 2025-09-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SEP Digital Infrastructure Yield Fund IV LP | [2026-03-30] | 26.4 | 26.3 |
| Offered $26,385,000 · Filed 2025-11-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SEP Evanston LP | [2026-03-30] | 3.4 | 3.4 |
| Offered $3,415,000 · Filed 2025-10-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SEP GPIF IV LP | [2026-03-30] | 2.0 | 3.8 |
| Offered $2,000,000 · Filed 2025-04-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SEP Palmer LP | [2026-03-30] | 4.8 | 4.8 |
| Offered $4,775,000 · Filed 2025-09-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sage Equity Partners AV Marina LP | [2025-11-11] | 1.4 | 1.3 |
| Offered $1,350,000 · Filed 2019-10-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Sage Equity Partners BP LP | [2025-11-11] | 4.9 | 0.0 |
| Offered $4,916,570 · Filed 2019-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sage Equity Partners Brice LP | [2025-11-11] | 2.0 | 0.0 |
| Offered $2,035,000 · Filed 2019-11-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Sage Equity Partners DPS II LP | 2025-11-11 | 1.0 | |
| PE | Sage Equity Partners DPS I LP | 2025-11-11 | 0.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| 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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Junell | Executive Officer | 55 | 2 | |
| Christopher Morris | Executive Officer | 9 | 2 | |
| Sage Equity Partners GP II LLC | Executive Officer | 8 | 2 | |
| Sage Equity Partners GP V LLC | Executive Officer | 6 | 2 | |
| Sage Equity Partners GP LLC | Executive Officer | 5 | 2 | |
| Sage Equity Partners GP VII LLC | Executive Officer | 3 | 2 | |
| Sage Equity Partners GP I LLC | Executive Officer | 3 | 2 | |
| Sage Equity Partners LP | Executive Officer | 3 | 2 | |
| William Junnell | Executive Officer | 2 | 2 | |
| Sage Equity Partners GP IV LLC | Executive Officer | 7 | 1 | |
| Sage Equity Partners GP VI LLC | Executive Officer | 4 | 1 | |
| Sage Equity Partners GP III LLC | Executive Officer | 4 | 1 | |
| Sage Equity Partners Surfside Beach Marina GP LLC | Executive Officer | 1 | 1 | |
| Sage Equity Partners BP GP LLC | Executive Officer | 1 | 1 | |
| Sage Opportunity Fund GP LLC | Executive Officer | 1 | 1 | |
| Sage Opportunity Fund I GP LLC | Executive Officer | 1 | 1 | |
| Sage Equity Partners Wgrand GP LLC | Executive Officer | 1 | 1 |