Blue Sage Services, L.P
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Overview
Blue Sage Services, L.P is a financial advisory firm located in Austin, Texas. The firm handles $398.4 million in assets under management across two accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 10 financial advisors. Blue Sage Services, L.P is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as equities, bonds and options.
Blue Sage Services, L.P administers all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction choices without needing client approval. The firm's average account size is $199.2 million. The average advisor at Blue Sage Services, L.P manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
Blue Sage Services, L.P's headquarters is at 2700 Via Fortuna, Austin, Texas 78746. The firm is permitted to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Sage Services, L.P by the Numbers
$398.4 million
13
2
$199.2 million
Fee Structure
Financial advisory fees largely depend on which service is offered. Fees billed by Blue Sage Services, L.P may include the following fee structures: asset-based, performance-based or other. Blue Sage Services, L.P does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Blue Sage Services, L.P caters to pooled investment vehicles. Out of its two accounts, Blue Sage Services, L.P's biggest client by number of accounts is pooled investment vehicles. None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Blue Sage Services, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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