Sage Road Capital

Sage Road Capital (CRD# 164952) is a financial advisory firm headquartered in Houston, TX. They manage $182,527,714 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2121 Sage Road, Suite 325, Houston, TX 77056
http://sageroadcapital.com/
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $60,842,571
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sage Road Capital
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Batchelor, financial advisor Houston TX
Joshua L. Batchelor
CRD#: 3084846
2121 Sage Road, Suite 325, Houston, TX 77056

Joshua Batchelor (CRD# 3084846) is an Investment Advisor Representative working at Sage Road Capital in Houston, TX and has 1 year of experience in the finance industry.

2
Benjamin Stamets, financial advisor Houston TX
Benjamin A. Stamets
CRD#: 6101427
2121 Sage Road, Suite 325, Houston, TX 77056

Benjamin Stamets (CRD# 6101427) is an Investment Advisor Representative working at Sage Road Capital in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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