Joshua Batchelor is a registered investment advisor at Sage Road Capital, based in Houston, TX, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SRC Management Company does not directly manage investments for individual investors. It manages investments for affiliated private equity funds. The firm charges an asset management fee, payable quarterly in advance, based on either the committed or invested capital of each fund. The management fee is generally not negotiable.
Location
2121 Sage Road, Suite 325, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joshua is a director at Keystone Certifications, Inc. since 2010, dedicating minimal time to attending board meetings. He is also a director at Daniels Health Sciences, LLC since 2011, spending minimal time as a board member and filing tax returns.
Employment History
Current Registrations
Sage Road Capital
State Registrations1 state
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