# Sage Hill Capital

Sage Hill Capital is an Asset Manager based in Ann Arbor, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Ann Arbor, United States
- **Region:** Oceania
- **Address:** Ann Arbor, MI, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** sagehillcapital.com

## Regulatory record

- **CRD number:** 155016
- **SEC file number:** 801-71852
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155016

## About

Sage Hill Capital is an SEC-registered investment adviser in Ann Arbor, MI, registered since 2010. The firm manages approximately $214 million in regulatory assets. It has 2 employees and 2 investment advisers.

## People

- Dave Roberts — Principal
- Chris Fragner — Principal

## Questions

### How does Sage Hill Capital charge for its services?

The firm charges asset-based advisory fees and states it does not receive commissions, trailers, or other sales-related compensation. Its website describes it as strictly fee-only. No performance-based or hourly fee structures are disclosed.

### Who runs investment decisions at Sage Hill Capital?

The firm is run by its two principals, Dave Roberts and Chris Fragner. Both are former University of Michigan hockey players who previously worked together at Telemus Capital Partners. No additional investment committee or analyst team members are disclosed.

### Is Sage Hill Capital a fiduciary?

The firm states it is an SEC-registered investment advisor serving in a fiduciary capacity. It explicitly contrasts its fiduciary duty with broker-dealers, which it says are not fiduciaries, and notes that its recommendations are based solely on investment merit and client risk tolerance.

### Does Sage Hill Capital use model portfolios?

The firm states it does not use a one-size-fits-all model portfolio strategy. Instead, it designs custom portfolios for each client based on individual needs and risk tolerance.

### Where is Sage Hill Capital located?

The firm's sole office is in Ann Arbor, Michigan. No additional locations are disclosed, though an early listing also referenced other cities that do not appear on the current site.

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- [Meritus Gas Partners](https://altss.com/profile/meritus-gas-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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