THIRD STAGE INVESTMENT GROUP, LLC

Overview

Third Stage Investment Group, LLC is an SEC-registered investment adviser formed as a limited liability company and owned by an individual. The firm’s primary business activity is portfolio management for businesses or institutional clients. It operates on a percentage-of-assets-under-management fee model and is not characterized as a capital allocator. Third Stage is not an active ESG investor and does not operate as a multi-state adviser. The firm maintains industry roles beyond pure advisory work: it is identified as a related adviser and has affiliations consistent with acting as a sponsor, general partner or managing member of pooled investment vehicles, and with registrations that align with CPO/CTA or other adviser activity. That suggests the firm both advises external clients and can participate in structuring or managing pooled vehicles alongside third-party managers.

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Location & Offices