Investment adviser · CRD 289255

SAGE EQUITY PARTNERS, LP

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

HOUSTON, TX, United States · Form ADV filed Mar 30, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

47 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.

SEP DIGITAL INFRASTRUCTURE YIELD FUND IV LPPrivate Equity Fund · Last reported Mar 30, 2026$26.3MGross asset value

Form D fundraising filings

SEP Digital Infrastructure Yield Fund IV, LP

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian PLAINS STATE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLAINS STATE BANK
LEI 5493006BHYOT6EXAZF13

Fund details & source
Fund ID
805-8705013777
Reported beneficial owners
95
Minimum commitment
$0
Form D file number
021-563197

Form ADV 2044953 · Mar 30, 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.

SAGE OPPORTUNITY FUND, LPPrivate Equity Fund · Last reported Mar 30, 2026$12MGross asset value

Form D fundraising filings

Sage Opportunity Fund, LP

Auditor WEAVER AND TIDWELL LLP DALLAS, Texas, United States
Custodian PLAINS STATE BANK HOUSTON, 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

WEAVER AND TIDWELL LLP
PCAOB 410

PLAINS STATE BANK
LEI 5493006BHYOT6EXAZF13

Fund details & source
Fund ID
805-6626985345
Reported beneficial owners
52
Minimum commitment
$0
Form D file number
021-504962

Form ADV 2044953 · Mar 30, 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.

SEP LIBERTY HILL, LPPrivate Equity Fund · Last reported Mar 30, 2026$8.07MGross asset value

Form D fundraising filings

SEP Liberty Hill, LP

Custodian PLAINS STATE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2183639354
Reported beneficial owners
98
Minimum commitment
$0
Form D file number
021-537120

Form ADV 2044953 · Mar 30, 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.

SEP CHERRY CREEK, LPPrivate Equity Fund · Last reported Mar 30, 2026$6.88MGross asset value

Form D fundraising filings

SEP Cherry Creek, LP

Custodian PLAINS STATE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7089101959
Reported beneficial owners
44
Minimum commitment
$0
Form D file number
021-436937

Form ADV 2044953 · Mar 30, 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.

SAGE EQUITY PARTNERS MARINA I, LPPrivate Equity Fund · Last reported Mar 30, 2026$6.84MGross asset value
Custodian PLAINS STATE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLAINS STATE BANK
LEI 5493006BHYOT6EXAZF13

Fund details & source
Fund ID
805-7417709745
Reported beneficial owners
6
Minimum commitment
$0

Form ADV 2044953 · Mar 30, 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.

SAGE EQUITY PARTNERS WRIVERWALK, LPPrivate Equity Fund · Last reported Mar 30, 2026$6.57MGross asset value

Form D fundraising filings

SAGE EQUITY PARTNERS WRIVERWALK, LP

Custodian PLAINS STATE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLAINS STATE BANK
LEI 5493006BHYOT6EXAZF13

Fund details & source
Fund ID
805-1526266761
Reported beneficial owners
82
Minimum commitment
$0
Form D file number
021-340720

Form ADV 2044953 · Mar 30, 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.

SEP MBH, LPPrivate Equity Fund · Last reported Mar 30, 2026$6.09MGross asset value

Form D fundraising filings

SEP MBH, LP

Custodian PLAINS STATE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2271214879
Reported beneficial owners
85
Minimum commitment
$0
Form D file number
021-379435

Form ADV 2044953 · Mar 30, 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.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3737 BUFFALO SPEEDWAY, SUITE 1850
HOUSTON, TX, 77098, United States

CRD 289255

Filing source

Form ADV 2044953 · Mar 30, 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.