SAGEFIELD INVESTMENT GROUP LP
Adviser information for SAGEFIELD INVESTMENT GROUP LP last updated from Form ADV on March 29th, 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 | Texas, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| 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 | 12 | $1.5B |
| Non-Discretionary | 0 | $0 |
| Total | 12 | $1.5B |
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 | 10 | $1.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 2 | $388.3M |
| 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 | 83 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
3333 LEE PARKWAYSUITE 210
DALLAS
TX
United States
Monday - Friday, 8:00AM-5:00PM
Tel: 214-717-6213, Fax: None
Chief Compliance Officer
MELINDA TRUJILLO
CHIEF COMPLIANCE OFFICER
3333 LEE PARKWAY
SUITE 210
DALLAS
TX
United States
Tel:
214-717-6213
M***************@************M
(Full email address available in API data)
Regulatory Contact
MARK SCHLUETER
MANAGING PARTNER
3333 LEE PARKWAY
SUITE 210
DALLAS
TX
United States
Tel:
214-717-6213
M*************@************M
(Full email address available in API data)
Industry Affiliates
| SAGEFIELD INVESTMENT PARTNERS, LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| SAGEFIELD PARTNERS, LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SAGEFIELD MULTI-STRATEGY MASTER FUND LP | Hedge Fund | $119.3M | $0.0M | 8 |
| SAGEFIELD RELATIVE VALUE MASTER FUND LP | Hedge Fund | $55.1M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHLUETER, MARK, THOMAS | Individual | – | MANAGING PARTNER | 11/2020 | > 75% |
| TRUJILLO, MELINDA, ANNETTE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| SAGEFIELD INVESTMENT PARTNERS LLC | Domestic Entity | – | GENERAL PARTNER | 11/2020 | < 5% |
| SCHLUETER, MARK, THOMAS | Individual | SAGEFIELD INVESTMENT PARTNERS LLC | MANAGING MEMBER | 11/2020 | > 75% |