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SEC-registered adviser

S•••••••• I••••••••• G•••• L•

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 312019SEC 801-126112websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Jun 16, 2022 · 6 filings
SEC status approved since Jul 20, 2022
RAUM
$2.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$2.2B as of Mar 30, 2026
Mar 30, 2023$519M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20230 then
Employees (5.A)10 as of Mar 30, 2026
Mar 30, 20237 then
Private funds2 as of Mar 30, 2026
Mar 30, 20232 then
RAUM +23% over the last fiscal year+61% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$145MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+23%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$2.2B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
15reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      S•••••••• M••••••••• M••••• F••• L•Hedge Fund$119M8Jun 16, 2022
      S•••••••• R••••••• V•••• M••••• F••• L•Hedge Fund$55.1M6Jun 16, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • S••••••••• M•••• T••••• · Managing Partnercontrol
        since 11/2020 · owns 75% or more
      • T•••••••• M••••••• A•••••• · Chief Compliance Officercontrol
        since 03/2023 · owns less than 5%
      • S••••••••• M•••• T••••• · Managing Membercontrol
        since 11/2020 · owns 75% or more of S•••••••• I••••••••• P••••••• L••
      Entity owners
      • S•••••••• I••••••••• P••••••• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • S•••••••• I••••••••• P•••••••• L••
        pooled vehicle sponsorn
      • S•••••••• P•••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $1.8B to $2.2B
        Mar 28, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $1.8B to $2.2B
        Mar 28, 2025 to Mar 30, 2026
      • RAUM · $1.8B to $2.2B
        Mar 28, 2025 to Mar 30, 2026
      • Accounts · 12 to 15
        Mar 29, 2024 to Mar 28, 2025
      • Advisory employees · 6 to 7
        Mar 29, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 10 to 15
        Mar 29, 2024 to Mar 28, 2025
      • Employees · 9 to 10
        Mar 29, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 28, 2025
      • Discretionary RAUM · $1.5B to $1.8B
        Mar 29, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $1.1B to $1.8B
        Mar 29, 2024 to Mar 28, 2025
      • RAUM · $1.5B to $1.8B
        Mar 29, 2024 to Mar 28, 2025
      • Accounts · 11 to 12
        Jun 13, 2023 to Mar 29, 2024
      • Advisory employees · 5 to 6
        Jun 13, 2023 to Mar 29, 2024
      • Employees · 7 to 9
        Jun 13, 2023 to Mar 29, 2024
      • Discretionary RAUM · $815M to $1.5B
        Jun 13, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $669M to $1.1B
        Jun 13, 2023 to Mar 29, 2024
      • RAUM · $815M to $1.5B
        Jun 13, 2023 to Mar 29, 2024
      • Discretionary RAUM · $519M to $815M
        Mar 30, 2023 to Jun 13, 2023
      • Pooled vehicle RAUM · $449M to $669M
        Mar 30, 2023 to Jun 13, 2023
      • RAUM · $519M to $815M
        Mar 30, 2023 to Jun 13, 2023
      • Accounts · 7 to 11
        Jun 16, 2022 to Mar 30, 2023
      • Pooled vehicle clients · 7 to 10
        Jun 16, 2022 to Mar 30, 2023
      • Discretionary RAUM · $271M to $519M
        Jun 16, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $271M to $449M
        Jun 16, 2022 to Mar 30, 2023
      • RAUM · $271M to $519M
        Jun 16, 2022 to Mar 30, 2023
      Signals
      5 dated events
      • S•••••••• I••••••••• G•••• L• reported RAUM $1.5B, up 82% from $814.5M (2023-06-13 to 2024-03-29)
        Mar 29, 2024 · RAUM change · derived
      • S•••••••• I••••••••• G•••• L• reported RAUM $814.5M, up 57% from $519.0M (2023-03-30 to 2023-06-13)
        Jun 13, 2023 · RAUM change · derived
      • S•••••••• I••••••••• G•••• L• reported RAUM $519.0M, up 92% from $270.9M (2022-06-16 to 2023-03-30)
        Mar 30, 2023 · RAUM change · derived
      • Melinda Trujillo (Chief Compliance Officer) appeared on Schedule A of S•••••••• I••••••••• G•••• L•
        Mar 30, 2023 · Control person joined · fact
      • S•••••••• I••••••••• G•••• L• filed its initial SEC registration (Form ADV)
        Jun 16, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/sagefield-capitalreportedpublic record, Form ADV, Sep 21, 2026
      Website
      s••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      214-717-6213reportedpublic record, Form ADV, Mar 30, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026