SAGEFIELD INVESTMENT GROUP LP

RIASEC RegisteredEst. 2022
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$145M
Accounts
15
Employees
10
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
312019
Registered since
July 20, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sagefield Investment Group LP is a limited partnership that operates as a hedge fund manager and commodity derivatives operator. The firm is registered with the SEC and focuses on managing pooled investment vehicles rather than acting as a third‑party capital allocator. Its business activities include functioning as a Commodity Pool Operator or Commodity Trading Advisor and serving as sponsor, general partner or managing member of pooled vehicles. Sagefield structures fees as a mix of a percentage of assets under management and performance‑based compensation, reflecting a typical hedge fund alignment between manager incentives and investor returns. Clients are institutional, and the manager emphasizes discretionary portfolio management for pooled funds. The firm does not position itself as an active ESG investor and is not set up as a multi‑state adviser. Given its CPO/CTA classification and sponsor role, Sagefield’s allocation and manager selection activity centers on strategies implementable within pooled vehicles and commodity/futures frameworks, with an emphasis on performance‑driven, institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MELINDA TRUJILLO

    CFO & COOCRD 7698406

Contacts

1 of 1
  • MARK SCHLUETER

    Managing PartnerCRD 5841158

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3333 Lee Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth