← Tributary

SAGEFIELD INVESTMENT GROUP LP

DALLAS, TX · CRD 312019 · IAPD ↗ · sagefield.com · 214-717-6213

$2.17BRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — SAGEFIELD INVESTMENT GROUP LP crossed $1B in regulatory AUM ($814.5M -> $1.48B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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