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SageHill Capital
Sage Hill Capital is an SEC-registered investment advisor based in Ann Arbor, Michigan. It is an independent boutique investment manager that serves in a...
Overview
Sage Hill Capital is an SEC-registered investment advisor based in Ann Arbor, Michigan. It is an independent boutique investment manager that serves in a fiduciary capacity and charges asset-based advisory fees. The firm provides comprehensive investment advice and portfolio management services, designing custom portfolios rather than using one-size-fits-all model strategies.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Ann Arbor
Corporate office
New York, NY, United States
Additional offices
Cambridge, MA · Mahwah, NJ · West Palm Beach, FL · Tulsa, OK
Principals
Dave Roberts
Chris Fragner
Dave Roberts
Chris Fragner
Frequently asked questions
Is SageHill Capital structured as a single family office or multi-family office?
SageHill Capital operates as a multi-family office, based on its multiple office locations and client base. The firm serves more than one family, distinguishing it from a single-family office. Its exact legal structure and number of client families have not been disclosed.
Which sectors does SageHill Capital explicitly avoid?
SageHill Capital does not publicly disclose any exclusionary sector policies. Its investment preferences are not documented. Potential avoidance of high-risk or illiquid sectors cannot be assumed without explicit statements.
Where does the underlying wealth served by SageHill Capital come from?
The wealth origins of families served by SageHill Capital are not publicly disclosed. The firm does not attribute its capital to a specific industry or family branch. This lack of transparency is common among multi-family offices that prioritize client privacy.
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