Sage Hill Capital

Sage Hill Capital LLC, established in 2010, specializes in providing customized investment management services with a focus on high customer service levels. The firm offers discretionary investment management and supervisory services based on a percentage of assets under management. Investment strategies include stock, bond, and mutual fund allocations tailored to client needs, with a preference for clients with or expected to have $1 million in investable assets. The firm acts as a fiduciary, prioritizing client interests in retirement account rollover recommendations. Additionally, Sage Hill provides financial planning and consulting services, addressing various financial planning areas. The firm does not charge performance-based fees and mainly serves individuals and high net worth clients. Investment strategies involve a mix of individual stocks, mutual funds, ETFs, and bonds, with a focus on client-specific needs and preferences. Sage Hill Capital does not invest in wrap-fee programs and had $165,302,178.82 in discretionary assets under management as of 12/31/2024. The firm's fee structure is negotiable but does not exceed 1.1% annually, billed quarterly. Sage Hill Capital does not compensate for client referrals and does not vote proxies on behalf of clients. Clients retain responsibility for voting proxies and handling class action suits. The firm does not have custody of client funds and maintains accounts at a qualified custodian. Sage Hill Capital does not have any disciplinary information and has not experienced material changes since its last filing.