BLUE SAGE SERVICES, L.P.
Adviser information for BLUE SAGE SERVICES, L.P. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $466.8M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $466.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $466.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesMONITORING AND TRANSACTION FEES, EACH OFFSET BY MANAGEMENT FEES |
Identifiers
| SEC RIA File Number | 801-113583 |
|---|---|
| SEC ERA File Number | 801-113583 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297282 |
| Legal Entity Identifier | None |
Principal Office
2700 VIA FORTUNASUITE 300
AUSTIN
TX
United States
Monday - Friday, 9:00AM - 7:00PM
Tel: 512-536-1900, Fax: None
Chief Compliance Officer
ALAN MIRE
DIRECTOR OF FINANCE
2700 VIA FORTUNA
SUITE 300
AUSTIN
TX
United States
Tel:
512-536-1900
A********@***********M
(Full email address available in API data)
Regulatory Contact
PETER HUFF
MANAGING MEMBER
2700 VIA FORTUNA
SUITE 300
AUSTIN
TX
United States
Tel:
512-536-1900
P*********@***********M
(Full email address available in API data)
Industry Affiliates
| BLUE SAGE MANAGEMENT II, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| BLUE SAGE MANAGEMENT III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUE SAGE CAPITAL II, L.P. | Private Equity Fund | $34.0M | $0.1M | 68 |
| BLUE SAGE CAPITAL III, L.P. | Private Equity Fund | $432.7M | $0.1M | 67 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Mire, Alan, Patrick | Individual | – | DIRECTOR OF FINANCE/CHIEF COMPLIANCE OFFICER | 05/2017 | < 5% |
| McBride, James, D | Individual | – | MANAGING MEMBER/MANAGING PARTNER | 12/2002 | 50-75% |
| HUFF, PETER, JAMES | Individual | – | MANAGING MEMBER/MANAGING PARTNER | 12/2002 | 50-75% |