AdFi
SI

Sagefield Investment Group LP

SEC Registered

Navigating financial markets with experience and expertise

Dallas, TXhttps://sagefield.com214-717-6213
Assets Under Management
$1B–$5B
Employees
10
Office Locations
1 office
Total Accounts
15

About the firm

Sagefield is an alternative asset investment firm that employs streamlined data and robust risk models to manage market uncertainties and prioritize capital preservation. The firm manages approximately $900mn in assets under management with a 7-year track record and an investment team averaging 20 years of experience.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Alternative AssetsRelative ValueEvent DrivenMarket NeutralEquity StrategiesMulti-strategySeparately Managed AccountsCapital PreservationRisk Management

Services

Sagefield offers the Relative Value Fund (an equity-focused, market-neutral fund employing four equity relative value strategies), the Multi-Strategy Fund (combining relative value and event driven strategies into one market-neutral fund), and Separately Managed Accounts.

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans15$2.2B

Leadership

Mark Schlueter
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
TX
DallasHQ

Regulatory & compliance

CRD number
#312019
SEC Number
801-126112
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $500,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sagefield Investment Group LP 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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