# Bregal Sagemount

Bregal Sagemount is an Asset Manager based in St Helier, Jersey, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** St Helier, Jersey, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2012
- **Assets under management:** $2B – $5B (Altss estimate)
- **Website:** sagemount.com

## Regulatory record

- **CRD number:** 325780
- **SEC file number:** 802-127897
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325780

## About

BREGAL SAGEMOUNT IV JERSEY LIMITED is a registered investment adviser with the SEC, based in ST HELIER, JERSEY, since 2023.

## Sectors

- Enterprise Software
- Healthcare Services
- FinTech
- Digital Health
- Consumer Tech

## People

- Gene Yoon — Managing Partner & Founder
- Dean Nelson — Managing Partner & Co-Founder
- Daniel Kim — Managing Partner & Co-Founder

## Questions

### How does Bregal Sagemount's capital base differ from a traditional closed-end growth fund?

The firm raises committed fund vehicles but retains the ability to access supplemental capital from Bregal Investments on a deal-specific basis. That means Sagemount can upsize a check or lead a larger round without syndication pressure, effectively blending closed-end discipline with evergreen balance-sheet capacity.

### What is the relationship between Bregal Sagemount and Bregal Investments?

Bregal Sagemount operates as an independent growth-equity manager with its own investment committee and New York headquarters, but it was incubated by and remains an affiliate of Bregal Investments — the pan-European private capital platform seeded by the Brenninkmeijer family. The relationship provides access to patient capital and a European limited-partner network without dictating day-to-day investment decisions.

### What check size range does Bregal Sagemount typically write?

The firm targets $15 million to $150 million per investment. In addition, a dedicated small-cap program called Sagemount Technology Growth handles positions below $50 million, often for earlier-stage companies or smaller growth-equity rounds.

### Who leads investment decisions at Bregal Sagemount?

Managing Partner and founder Gene Yoon chairs the investment committee. Co-founders Dean Nelson and Daniel Kim serve as managing partners and share committee responsibilities, with sector leads bringing diligence recommendations to the full committee for final approval.

### How does Bregal Sagemount source deals?

The firm relies on a thematic sector-mapping approach, tracking B2B software, healthcare IT, fintech, and digital-health sub-segments to build relationships with founders and management teams before a process launches. The Bregal Investments ecosystem also surfaces transatlantic introductions, although Sagemount maintains an independent origination team in New York.

### How is Bregal Sagemount's compensation structure aligned with its limited partners?

The firm follows a standard private-equity partnership model: management fees on committed capital during the investment period, stepped down after, with carried interest payable after returning committed capital plus a preferred return. Specific hurdle rates and carry percentages are not publicly disclosed.

## Related profiles

- [Bregal Sagemount](https://altss.com/profile/bregal-sagemount-iv-general-partner-jersey-limited)
- [Echelons Capital](https://altss.com/profile/echelons-capital-llc)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/bregal-sagemount-iv-jersey-limited

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