Sage Road Capital

Fee-Only (% of Portfolio)

SRC Management Company manages investments solely for its affiliated private equity funds, focusing on the lower middle-market segment of the onshore North American upstream oil and gas sector. SRC's goal is to achieve long-term capital appreciation through private equity or equity-like investments. SRC's experienced team actively manages portfolio companies, providing strategic and financial advice. Investors should be aware that SRC does not tailor advisory services to individual needs, and investments are subject to substantial risks.

Assets Under Management$150M
Clients3
Advisors2
Avg. per Client$49M
Avg. per Advisor$73M

Fee Structure

Investment management only (planning not offered)

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.

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Location

2 Advisors at this firm