SAGEFIELD INVESTMENT GROUP LP

3333 Lee Parkway
Suite 210
Dallas, Texas 75219
Tel: 214-717-6213

About SAGEFIELD INVESTMENT GROUP LP

SAGEFIELD INVESTMENT GROUP LP, formally registered with the SEC as SAGEFIELD INVESTMENT GROUP LP. The firm was established in 07/20/2022. They have over 1 offices throughout the country.

SAGEFIELD INVESTMENT GROUP LP is a Dallas, Texas based Financial Planning firm with nearly $1,479,685,351 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312019
SEC#	801-126112
Assets Managed by Firm	$1,479,685,351
No. of Clients	12
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$1,479,685,351
Other investment advisers	2	$388,308,862

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