Sage Capital Management LLC

Overview

Sage Capital Management LLC is a small, active investment adviser that blends mutual fund and ETF allocations with selective direct alternative exposures. The firm serves both individual/family and institutional clients and positions itself as a manager for separately managed accounts as well as pooled investment vehicles. Its advisory work includes portfolio management for individuals and small businesses, managing pooled vehicles, pension consulting and selecting other advisers, and the firm has acted as sponsor and general partner on pooled investment vehicles. Investment activity shows a clear tilt toward liquid public funds — mutual funds and ETFs — supplemented by allocations to third‑party alternative managers and a proprietary real estate fund. The public markets exposure is largely delivered through ETFs, while concentrated equity positions (led by Nvidia Corporation) provide targeted active bets. Fee arrangements combine percentage‑of‑AUM charges with fixed fees depending on the client mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices