AdvisorCensus / Financial advisors / Texas / Austin / Blue Sage Capital
Blue Sage Capital
Filed as BLUE SAGE CAPITAL · Legal name Blue Sage Services, L.P.
Blue Sage Capital is an SEC-registered investment advisory firm in Austin, TX, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.
Quick answers
From the filingHow is Blue Sage Capital compensated?
On its Form ADV (Item 5.E, October 2026), Blue Sage Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is Blue Sage Capital located?
Blue Sage Capital's principal office is in Austin, TX, according to its Form ADV.
Is Blue Sage Capital registered with the SEC or a state?
Blue Sage Capital is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297282.
How much does Blue Sage Capital manage?
Blue Sage Capital reports $1,255,383,524 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).
How have Blue Sage Capital's assets and staff changed since 2021?
In the Form ADV data for Blue Sage Capital: Regulatory assets under management: $470,462,186 in the October 2021 data and $1,255,383,524 in the October 2026 data, up 167%. Total employees: 13 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Blue Sage Capital serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).
Does Blue Sage Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297282
What changed in Blue Sage Capital's recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,255,383,524 as of October 2026, filing dated May 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Blue Sage Services, L.P.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 16. Performing investment advisory functions: 15.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,255,383,524 | 16 | May 22, 2026 |
| October 2025 | $991,176,127 | 13 | March 31, 2025 |
| October 2024 | $466,775,564 | 14 | March 27, 2024 |
| October 2023 | $398,447,218 | 13 | March 30, 2023 |
| October 2022 | $487,117,626 | 13 | March 28, 2022 |
| October 2021 | $470,462,186 | 13 | March 10, 2021 |
Regulatory assets under management: $470,462,186 in the October 2021 data and $1,255,383,524 in the October 2026 data, up 167%.
Total employees: 13 in October 2021 and 16 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 12 to 15.
- Regulatory assets under management went from $991,176,127 to $1,255,383,524 (+27%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blue Sage Capital (CRD 297282): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blue-sage-capital-austin-tx-297282