# Sage Wealth Capital

Sage Wealth Capital is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** sagewealthcapital.com

## Regulatory record

- **CRD number:** 309666
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309666

## About

SAGE WEALTH CAPITAL is a state-registered investment adviser with approximately $200,000 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What investment strategies does Sage Wealth Capital pursue?

The firm allocates across private equity, venture capital, real estate, and private credit. In private equity, it participates in middle-market buyout funds and direct co-investments. Venture capital allocations range from early-stage to growth-stage companies. Real estate exposure includes direct property and fund investments. Private credit strategies encompass direct lending and special situations.

### Does Sage Wealth Capital invest directly or through funds?

Sage employs a hybrid model, making both direct co-investments alongside established sponsors and primary commitments to external funds. This approach gives participating families access to individual deal-level economics through co-investments, while fund commitments provide diversified exposure and ongoing manager relationships that generate co-investment flow.

### Is Sage Wealth Capital open to outside investors?

No. Sage Wealth Capital serves a closed consortium of private families and does not accept outside institutional or retail capital. The platform exists solely to serve its participating families, which means it has no product-distribution targets and is not structured as a fund open to third-party limited partners.

## Related profiles

- [SAGE Wealth Advisors](https://altss.com/profile/sage-wealth-advisors-llc)

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Last updated: 2026-07-11T12:44:59.000Z

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