SourcingSourcing

SAGE HILL CAPITAL L.L.C.

C45
CRD 155016·SEC 801-71852·ANN ARBOR, MI
AUM
$214.3M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$643K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAGE HILL CAPITAL L.L.C.
CRD
155016
SEC file #
801-71852
EIN
—
DBA names
Sage Hill Capital

Economics

AUM
$214.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$135.4M → $214.3M▲ +58%
Client mix
Individuals Other45
Individuals High Net Worth34

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ANN ARBOR MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
sagehillcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRAGNER, FREDERICK, CHRISTOPHER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FRAGNER, FREDERICK, CHRISTOPHER
ROBERTS, DAVID, LANCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SAGEHILLCAPITAL.COM
Rdap Domain Creation Date
2011-08-30T18:08:05Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T18:08:05Z
Rdap Domain Last Changed
2025-08-31T17:32:16Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5544399
Trust Company Affiliate
No

People (2)

2
ROBERTS, DAVID, LANCE
IAR · Direct Owner · 62.5%
4678268
FRAGNER, FREDERICK, CHRISTOPHER
IAR · Direct Owner · 62.5%
5544399