S
$888.3M Total AUM
$289.8M Disc. AUM
-- 3Y CAGR
7 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2026
- Office Locations
- 2
Office Locations
Mcewen Northside, Block E 4020 Aspen Grove Drive, Suite 355 Franklin TN
-- Littleton CO
About Sagepoint Capital Partners LLC
Sagepoint Capital Partners LLC is a Franklin-based RIA with 2 offices. The firm has been operating for 0 years. Managing $888.3M in total assets under management, with 3 advisory representatives.
Team overview
40 AVG AGE
$296.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.3 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Platform
Available
Services
Available
Owner & Executives
M
Maxwell Robert Baker
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
W
WINSTON FREDERICK JUSTICE
Chief Executive Officer
- CRD
- #6472211
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Ranjeet Guptara
--
- CRD
- #7203719
Available
Available
Available
J
JONATHAN PATRICK SHIFFER
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #3208090
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,776,344 | -- |
| Non-Discretionary | $598,573,035 | -- |
| Total | $888,349,379 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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