Investment adviser · CRD 297282

BLUE SAGE CAPITAL

Investment adviser filing (IA)

BLUE SAGE SERVICES, L.P.

AUSTIN, TX, United States · Form ADV filed May 22, 2026

Regulatory AUM: $1.26B
Client accounts: 5
Employees: 16
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	5	$1,255,383,524	100.0%

Filing source

Form ADV 2107635 · May 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLUE SAGE CAPITAL IV, L.P.Private Equity Fund · Last reported May 22, 2026$548MGross asset value

Form D fundraising filings

BLUE SAGE CAPITAL IV, L.P.

Fund administrator TMF SAN DIEGO LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP AUSTIN, Texas, United States

Custodian CIBC CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

CIBC
LEI FDXQ75GPEQKRPWABYN63

Fund details & source

Fund ID: 805-7523515291
Reported beneficial owners: 98
Minimum commitment: $0
Form D file number: 021-503498

Form ADV 2107635 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE SAGE CAPITAL III, L.P.Private Equity Fund · Last reported May 22, 2026$466MGross asset value

Form D fundraising filings

Blue Sage Capital III, L.P.

Auditor FORVIS MAZARS, LLP AUSTIN, Texas, United States

Custodian CIBC CHICAGO, Illinois, United States Related to adviser: No

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

CIBC
LEI FDXQ75GPEQKRPWABYN63

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-7431013260
Reported beneficial owners: 67
Minimum commitment: $100K
Form D file number: 021-316440

Form ADV 2107635 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE SAGE STRATEGIC CREDIT FUND, L.P.Private Equity Fund · Last reported May 22, 2026$129MGross asset value

Form D fundraising filings

Blue Sage Strategic Credit Fund, L.P.

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Custodian FIFTH THIRD BANK CINCINNATI, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-6819693207
Reported beneficial owners: 41
Minimum commitment: $0
Form D file number: 021-552288

Form ADV 2107635 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE SAGE CAPITAL IV-A, L.P.Private Equity Fund · Last reported May 22, 2026$91.8MGross asset value

Form D fundraising filings

BLUE SAGE CAPITAL IV-A, L.P.

Fund administrator TMF SAN DIEGO LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP AUSTIN, Texas, United States

Custodian CIBC CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

CIBC
LEI FDXQ75GPEQKRPWABYN63

Fund details & source

Fund ID: 805-3059713356
Reported beneficial owners: 13
Minimum commitment: $0
Form D file number: 021-503497

Form ADV 2107635 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE SAGE CAPITAL II, L.P.Private Equity Fund · Last reported May 22, 2026$21.4MGross asset value

Form D fundraising filings

Blue Sage Capital II, L.P.

Auditor CHERRY BEKAERT LLP RICHMOND, Virginia, United States

Custodian CENTRAL NATIONAL BANK AUSTIN, Texas, United States Related to adviser: No

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian WELLS FARGO DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHERRY BEKAERT LLP
PCAOB 677

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-2751663424
Reported beneficial owners: 68
Minimum commitment: $65K
Form D file number: 021-164593

Form ADV 2107635 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE SAGE CAPITAL, L.P.Private Equity Fund · Last reported Nov 22, 2019$13.5MGross asset value

Auditor PMB HELIN DONOVAN, LLP AUSTIN, Texas, United States

Custodian FROST BANK AUSTIN, Texas, United States Related to adviser: No

Custodian WELLS FARGO DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PMB HELIN DONOVAN, LLP
PCAOB 73

Fund details & source

Fund ID: 805-5881805075
Reported beneficial owners: 19
Minimum commitment: $100K
Form D file number: 021-53043

Form ADV 1353877 · Nov 22, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 22, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2700 VIA FORTUNA, SUITE 300
AUSTIN, TX, 78746, United States

CRD 297282

Filing source

Form ADV 2107635 · May 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.