Private EquityRIA · CRD 288855SEC-RegisteredPrivate Fund Adviser

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Sagewind Capital

Sagewind Capital is an SEC-registered investment adviser in New York, NY, registered since 2018. The firm manages $1.3 billion in regulatory assets.

Sagewind Capital logo

Sagewind Capital

Sagewind Capital is an SEC-registered investment adviser in New York, NY, registered since 2018. The firm manages $1.3 billion in regulatory assets. It has 13 employees and 9 investment advisers.

General information

Firm type

Private Equity

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

One Vanderbilt Avenue, 24th Floor, New York, NY 10017, United States

Additional offices

Washington, D.C.

Principals

Steve Lefkowitz

Investment Team

Raj Kanodia

Investment Team

Gerry Dorros

Investment Team

Joshua Coonin

Investment Team

David Dansky

Investment Team

Jeremy Peterson

Investment Team

Rhea Oberoi

Investment Team

Will Schmersal

Investment Team

Austin Reilly

Investment Team

Julie Martinelli

Finance & Admin

Ronan Byrnes

Finance & Admin

Samantha Le

Finance & Admin

Natalie McAninch

Finance & Admin

Sector focus

Defense TechnologyGovernment Technology

Frequently asked questions

Who runs investment decisions at Sagewind Capital?

The firm is led by its senior investment team under founder Steve Lefkowitz. The team includes Raj Kanodia, Gerry Dorros, Joshua Coonin, David Dansky, Jeremy Peterson, Rhea Oberoi, Will Schmersal, and Austin Reilly. Sagewind does not publicly designate CEO or CIO titles; the website lists all investment professionals under a single 'Investment' category (per firm website).

How does Sagewind Capital source proprietary deal flow in defense and government technology?

Sagewind leans on a senior team whose Government Technology experience dates to 1993, combined with an advisory council of industry and operating executives who provide sector-specific networks. The firm’s website notes that this council collaborates closely with management and participates in diligence, creating a proprietary sourcing channel through deep, long-tenured relationships rather than auction processes (per firm website).

Does Sagewind Capital participate in fund commitments or only direct deals?

Sagewind is a direct investor deploying equity into individual middle-market companies. It structures deals as buyouts, growth equity, and PIPEs, with no mention of fund-of-fund commitments. The strategy is built around control or significant minority positions where the team can actively support operational and strategic growth (per firm website).

What investment stages and check sizes does Sagewind Capital target?

The firm writes equity checks from $10 million to $150 million into companies generating between $5 million and $40 million in annual EBITDA. It invests across buyout, growth equity, and PIPE transactions, and explicitly targets a 5-to-10-year holding period, longer than the standard private equity timeline (per firm website).

Which sectors does Sagewind Capital explicitly avoid?

Sagewind focuses exclusively on Defense Technology and Government Technology, the only two verticals listed. The firm does not invest in consumer, healthcare, traditional industrials, or other sectors outside this mandate. The concentrated approach is reinforced by an investment team whose sector experience dates to 1993 (per firm website).

How does Sagewind Capital differentiate its holding period from other private equity firms?

Sagewind advertises a patient capital approach with a 5-to-10-year hold, roughly double the typical PE horizon. This is designed to give founder-led management teams more time to execute on strategic plans, including organic R&D and disciplined acquisition-led growth, without the pressure to exit for a fund-lifecycle deadline (per firm website).

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