Sagefield Investment Group Lp

Sagefield Investment Group LP and Sagefield Capital LP, collectively known as Sagefield, provide discretionary investment advisory services to pooled investment vehicles, including the Sagefield Multi-Strategy Fund and Sagefield Relative Value Fund. Established in 2018 and 2020, respectively, the firms focus on maximizing capital appreciation through uncorrelated strategies such as Equity Relative Value and Event Driven investing. Clients have the flexibility to tailor services based on their investment objectives. As of December 31, 2024, Sagefield managed approximately $1.77 billion in regulatory assets under management on a discretionary basis. The minimum investment for Private Funds is $500,000, with negotiable Management Fees typically at 1.5% and Performance Fees ranging from 15% to 20%. The Adviser does not participate in wrap fee agreements and has implemented policies to ensure fair treatment in side-by-side management. Clients are urged to review the risks associated with investments, including market fluctuations, leverage, and event-driven strategies. The Adviser maintains a Code of Ethics to address conflicts of interest and personal trading practices. Brokerage practices prioritize best execution, and the Adviser does not receive soft dollar benefits. The firm exercises investment discretion subject to client objectives and guidelines, with regular portfolio reviews and client communication. Sagefield does not receive compensation for client referrals and maintains custody of Private Fund assets through qualified custodians. Proxy voting is limited, and the Adviser's financial condition is stable, with no bankruptcy history in the past decade.