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BLUE SAGE CAPITAL

AUSTIN, TX · CRD 297282 · IAPD ↗ · bluesage.com · 512-536-1900

$1.26BRegulatory AUM
15Advisory reps
16Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — BLUE SAGE SERVICES, L.P. is now doing business as BLUE SAGE CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2026 — BLUE SAGE CAPITAL grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — BLUE SAGE CAPITAL crossed $1B in regulatory AUM ($991.2M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — BLUE SAGE SERVICES, L.P. crossed $500M in regulatory AUM ($466.8M -> $991.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2024 — BLUE SAGE SERVICES, L.P. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.