SourcingSourcing

SAGEFIELD INVESTMENT GROUP LP

C28
CRD 312019·SEC 801-126112·DALLAS, TX
AUM
$2.17B
$1B+
Est. Revenue
$21.7M
@ 1% on AUM
Est. EBITDA
$6.5M
@ 30% margin
Est. Deal Value
$52.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAGEFIELD INVESTMENT GROUP LP
CRD
312019
SEC file #
801-126112
EIN
000000000
DBA names
—

Economics

AUM
$2.17B
AUM band
$1B+
AUM trajectory
'23'26
$270.9M → $2.17B▲ +702%
Client mix
Pooled Investment Vehicles15

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'23'26
5 advisors → 7 advisors▲ +40%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
sagefield.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHLUETER, MARK, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SCHLUETER, MARK, THOMAS
SAGEFIELD INVESTMENT PARTNERS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
SAGEFIELD.COM
Rdap Domain Creation Date
2000-02-09T20:28:20Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001771179
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001771179-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs12
Morgan Stanley4
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
3333 LEE PARKWAYSUITE 210DALLAS, TX 75219
Business
3333 LEE PARKWAYSUITE 210DALLAS, TX 75219
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0001771179-26-000005
13F-HR2026-02-17 · 0001771179-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-09T20:28:20Z
Rdap Domain Last Changed
2026-05-15T04:54:35Z
Rdap Nameservers
Ns-134.awsdns-16.comNs-1400.awsdns-47.orgNs-1613.awsdns-09.co.ukNs-634.awsdns-15.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5841158
Trust Company Affiliate
No

People (2)

2
SCHLUETER, MARK, THOMAS
Direct Owner · 87.5%
5841158
TRUJILLO, MELINDA, ANNETTE
Executive Officer · 2.5%
7698406