Sagefield Investment Group Lp
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 15
- Avg AUM / client
- $145M
- Accounts
- 15
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $2.2B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $174M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sagefield Multi Strategy Master Fund Lp master | Hedge Fund | Cayman Islands | $119M | 8 |
| Sagefield Relative Value Master Fund Lp master | Hedge Fund | Cayman Islands | $55.1M | 6 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schlueter, Mark, Thomas | Managing Partner | Nov 2020 (6y) | 75% or more | |
| Trujillo, Melinda, Annette | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sagefield Investment Partners Llc | General Partner | Nov 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $174M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sagefield Multi Strategy Master Fund Lp | Hedge Fund | $119M | $0 | 8 |
| Sagefield Relative Value Master Fund Lp | Hedge Fund | $55.1M | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $260M (18% of AUM) Mar 2024
- Barclays Capital Inc. $128M (9% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗