BLUE SAGE CAPITAL
SEC RegisteredWe are an Austin, Texas-based private equity firm that partners with management teams to grow outstanding middle-market companies.
About the firm
Founded in 2003, Blue Sage Capital is a leading Austin, Texas-based private equity firm with over a billion dollars in assets under management, specializing in growth, recapitalization and buyout financings of small middle-market companies. The firm invests alongside management in proven, growing companies and provides capital, guidance, strategy, and operational support to create additional value.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Growth, recapitalization, and buyout financings; flexible capital structures including majority/minority equity and mezzanine debt; investments of $25-60M with ability to scale up; operational support, guidance, and strategy for partner companies.
Who they serve
Management teams and founder/family-owned small middle-market companies with $5-25M EBITDA seeking capital, liquidity, and diversification.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $1.3B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUE SAGE CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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