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Blue Sage Services, L.P.

● SEC registered since 2018CRD 297282SEC# 801-113583Austin, TX
Export (members)
Ranks #2,728 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.26B
Fund GAV
$1.26B
Private funds
5
Employees
16
Accounts
5
Location
Austin, TX

Blue Sage Services, L.P. assets under management

Blue Sage Services, L.P. operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2018. It reports $1.3 billion in regulatory assets under management and employs 16 people. Blue Sage Services, L.P. manages 5 private funds with combined gross assets of $1.3 billion, including Blue Sage Capital IV, L.P. By regulatory assets, it ranks 2,728 of 6,004 private fund managers.

Blue Sage Services, L.P. private funds

5 funds · $1.26B GAV
FundTypeGross assetsMin.
Blue Sage Capital IV, L.P.Private Equity$548M
Blue Sage Capital III, L.P.Private Equity$465.6M$100K
Blue Sage Strategic Credit Fund, L.P.Private Equity$128.5M
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Blue Sage Services, L.P. owners & executives

5 reported
NameTitleOwnershipSince
Blue Sage Keystone Ugp, LLC ControlGeneral PartnerUnder 5%2024
James D McBride ControlManaging Member/Managing Partner50-75%2002
Peter James Huff ControlManaging Member/Managing Partner50-75%2002
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Frequently asked questions

How much does Blue Sage Services, L.P. manage?

Blue Sage Services, L.P. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Blue Sage Services, L.P. manage?

Blue Sage Services, L.P. manages 5 private funds with combined gross assets of $1.3 billion.

How many employees does Blue Sage Services, L.P. have?

Blue Sage Services, L.P. reports 16 employees.

Where is Blue Sage Services, L.P. located?

Blue Sage Services, L.P. is based in Austin, TX and has been SEC-registered since 2018.

Does Blue Sage Services, L.P. disclose fund performance?

Blue Sage Services, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700 Via Fortuna, Suite 300, Austin, TX 78746
Phone512-536-1900
Office hours9:00a.m. - 7:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$1.26B▲ 27%
Mar '25 — $991.2MApr '25 — $991.2MMay '25 — $991.2MJun '25 — $991.2MJul '25 — $991.2MAug '25 — $991.2MSep '25 — $991.2MOct '25 — $991.2MNov '25 — $991.2MDec '25 — $991.2MJan '26 — $991.2MFeb '26 — $991.2MMar '26 — $1.26BApr '26 — $1.26BMay '26 — $1.26BJun '26 — $1.26B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$1.26Bregulatory AUM
Discretionary $1.26B

Service providers