Sagefield Investment Group LP

Fee-Only (% of Portfolio)

Sagefield Investment Group and Sagefield Capital provide investment management services to pooled investment vehicles. Sagefield's investment strategy seeks to maximize capital appreciation by employing several uncorrelated strategies including Equity Relative Value and Event Driven. The firm may tailor specific advisory services with respect to each client based on their particular investment objectives and strategies.

Assets Under Management$1.8B
Clients15
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Sagefield also receives a performance fee equal to a percentage of the net income allocated to each investor for the year, generally between 15% and 20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Sagefield Investment Group LP | TrueAdvisor