# Sageview Capital LP

> Sageview Capital LP is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 159560
- Filed as: SAGEVIEW CAPITAL LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159560
- AdvisorCensus page: https://advisorcensus.com/firm/sageview-capital-lp-greenwich-ct-159560

## Quick answers

**How is Sageview Capital LP compensated?**
On its Form ADV (Item 5.E, October 2026), Sageview Capital LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Sageview Capital LP charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sageview Capital LP located?**
Sageview Capital LP's principal office is in Greenwich, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sageview Capital LP registered with the SEC or a state?**
Sageview Capital LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159560.

**How much does Sageview Capital LP manage?**
Sageview Capital LP reports $2,307,229,775 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Sageview Capital LP's assets and staff changed since 2021?**
In the Form ADV data for Sageview Capital LP: Regulatory assets under management: $1,817,325,339 in the October 2021 data and $2,307,229,775 in the October 2026 data, up 27%. Total employees: 23 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sageview Capital LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Sageview Capital LP 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/159560

**What changed in Sageview Capital LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 25 to 21. Regulatory assets under management went from $2,074,395,655 to $2,307,229,775 (+11%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Asset-based fee: 2% of assets a year

> The private funds, and consequently the underlying investors, generally incur an annual “management fee” of 2.0% based upon the private fund’s committed capital during the investment period and thereafter based upon actively invested capital.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,307,229,775
- Discretionary: $2,307,229,775
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $2,307,229,775 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 21 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Palo Alto, CA

### Websites listed on Form ADV (Item 1.I)
- sageviewcapital.com
- LinkedIn @sageview-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,817,325,339 | 23 | March 31, 2021 |
| October 2022 | $2,454,107,157 | 22 | March 28, 2022 |
| October 2023 | $2,167,169,854 | 23 | March 29, 2023 |
| October 2024 | $2,098,395,457 | 27 | March 28, 2024 |
| October 2025 | $2,074,395,655 | 25 | March 28, 2025 |
| October 2026 | $2,307,229,775 | 21 | March 13, 2026 |

Regulatory assets under management: $1,817,325,339 in the October 2021 data and $2,307,229,775 in the October 2026 data, up 27%.
Total employees: 23 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 25 to 21.
- Regulatory assets under management went from $2,074,395,655 to $2,307,229,775 (+11%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sageview Capital LP (CRD 159560): Form ADV filing data as of October 2026.
