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SagePointe Advisors
SAGEPOINTE ADVISORS LLC is a state-registered investment adviser with $80 million in regulatory assets under management. The firm manages $74 million on a...
Overview
SAGEPOINTE ADVISORS LLC is a state-registered investment adviser with $80 million in regulatory assets under management. The firm manages $74 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at SagePointe Advisors?
SagePointe does not publicly name its investment committee or lead principals. Based on public records and the firm's own filings, it is managed by a group of advisors who previously worked at institutional wealth managers. The firm operates without a named CEO or CIO in public disclosures.
What types of deals does SagePointe typically pursue?
SagePointe focuses on direct co-investments and fund commitments across private equity, real estate, and venture capital. It targets middle-market companies and properties in the United States. The firm structures deals alongside sponsor partners rather than leading transactions.
How does SagePointe source proprietary deal flow?
SagePointe relies on external relationships with investment banks, sponsor networks, and other family offices to source deals. It does not maintain an in-house origination team. The firm's lean structure means it often co-invests with trusted partners rather than sourcing independently.
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