SAGESTREET

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
289255
Registered since
November 11, 2025

Firm profile

FINTRX

Overview

Sagestreet is a limited partnership that operates primarily as a sponsor and manager of pooled investment vehicles. The firm’s public profile shows it acting in sponsor, general partner and managing-member roles, and it maintains an affiliation with a law firm—indicating the firm handles fund formation, governance and sponsor duties in-house rather than acting as a traditional advisory platform for retail clients. Sagestreet is not flagged as an active ESG investor, is not a multi-state adviser and does not identify as a pension consultant or related adviser. The firm’s activity is concentrated on private fund formation and management rather than on providing advisory relationships for individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Amanda Haywood

    Director of OperationsCRD 8188569

  • William Junell

    Managing PartnerCRD 6834092

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
3737 Buffalo Speedway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth