SAGE ADVISORY SERVICES LTD CO
SEC file number 801-52937
· AUSTIN, TX
https://sage.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$15.32B
Discretionary AUM
$15.27B
Employees
53
Clients
15
Firm
- Address
- 5900 SOUTHWEST PARKWAY
AUSTIN, TX 78735-6202 - Phone
- —
- Website
- https://sage.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- ALF IV REIT Sage at Ingleside LLC Low name-match confidence · CIK 2052089 · FL
- Aspen Sage Investment Fund LLC Low name-match confidence · CIK 1957907 · CA
- Blackfin F&F Sage Creek LLC Low name-match confidence · CIK 2063105 · VA
- Blue Sage Strategic Credit Fund, L.P. Low name-match confidence · CIK 2077329 · TX
- Bregal Sagemount IV EDS Co-Invest LP Low name-match confidence · CIK 2160704 · Y9
- Bregal Sagemount V-A L.P. Low name-match confidence · CIK 2099917 · Y9
- Bregal Sagemount V-B L.P. Low name-match confidence · CIK 2099911 · Y9
- CAIS LGP Sage Equity Investors, L.P. Low name-match confidence · CIK 2071202 · NY
- Capsage, Inc. Low name-match confidence · CIK 2159276 · CA
- Cedar & Sage Development, LLC Low name-match confidence · CIK 2002746 · ID
- ContentSage, Inc. Low name-match confidence · CIK 2075737 · TX
- DealSage Inc. Low name-match confidence · CIK 2092431 · VA
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Bregal Sagemount IV EDS Co-Invest LP · D · Oct 20, 2026$80.8M
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Capsage, Inc. · D · Oct 7, 2026$2.3M
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Aspen Sage Investment Fund LLC · D/A · Jul 8, 2026$100M
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Bregal Sagemount V-B L.P. · D · Dec 12, 2025
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Bregal Sagemount V-A L.P. · D · Dec 12, 2025
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Cedar & Sage Development, LLC · D/A · Nov 14, 2025$20M
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DealSage Inc. · D · Oct 21, 2025$1.8M
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CAIS LGP Sage Equity Investors, L.P. · D · Jul 24, 2025
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Blue Sage Strategic Credit Fund, L.P. · D · Jul 18, 2025
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ContentSage, Inc. · D · Jul 2, 2025$100K
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Blackfin F&F Sage Creek LLC · D · May 23, 2025$7M
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ALF IV REIT Sage at Ingleside LLC · D · Jan 29, 2025$125K