PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:25 AM ET

Sponsor Check › Sponsor group

S

Sage

One sponsor team, 53 deal companies · Houston, TX

Grouped because: 3 shared people, 10 shared management entities, same business address (53 issuers), similar issuer names (14) (automatic match from the filings) · not the same sponsor?

53deal companies
$203Mreported sold
1,645investors
64Form D filings
2017–2026active
8new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group May 11, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Sage is a sponsor group of 53 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 64 Form D filings between Aug 2017 and May 2026.

What this means One team, 53 deal companies, about 9 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $203M to 1,645 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (53). Issuers are based in TX (53).

What this means $203M raised across the group, about $123K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: William Harrison Junell (53 issuers, executive officer), Sage Equity Partners GP, LLC (10 issuers, executive officer and promoter, entity), Sage Equity Partners GP II, LLC (7 issuers, executive officer, entity), Sage Equity Partners GP IV, LLC (7 issuers, executive officer, entity), Christopher Morris (5 issuers, executive officer) and 20 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 8 new offerings in the last 12 months; latest filing May 11, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: SAGESTREET.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 4 bankruptcy cases matching the name listed in Key records below.

What this means 4 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 64 public filings for Sage and found 7 differences, 2 worth asking the sponsor about: 13 other issuers file from the same address; 10 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Sage has not run yet — it is joining a line of 32,601 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Sage..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

4 cases: 4 closed (disposition not in docket feed)

White v. The Sage Corporation closed matched at sponsor-group level (Sage)
United States Bankruptcy Court, W.D. Kentucky · No. 10-04056 · Filed Oct 4, 2010 · Closed Nov 19, 2010
Role of The Sage Corporation: Defendant · Outcome: Case closed 2010-11-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KY (not the issuer's state); filed 2010, issuer incorporated 2017
Sage Corporation v. Bare closed matched at sponsor-group level (Sage)
United States Bankruptcy Court, M.D. Pennsylvania · No. 1:00-ap-00243 · Filed Aug 14, 2000 · Closed Sep 27, 2000
Role of Sage Corporation: Plaintiff · Outcome: Case closed 2000-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state); filed 2000, issuer incorporated 2017
Solow L v. Sage Inc closed matched at sponsor-group level (Sage)
United States Bankruptcy Court, N.D. Illinois · No. 93-00877 · Filed Jul 9, 1993 · Closed Oct 14, 1994
Role of Sage Inc: Defendant · Outcome: Case closed 1994-10-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 1993, issuer incorporated 2017
Sage, Inc. closed matched at sponsor-group level (Sage)
United States Bankruptcy Court, M.D. North Carolina · No. 91-14994 · Filed Nov 4, 1991 · Closed Mar 1, 1993
Role of Sage, Inc.: Debtor · Outcome: Case closed 1993-03-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 1991, issuer incorporated 2017
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

7 differences found between the filings for Sage — 2 worth asking about (compared the newest 50 of 64 filings on Oct 24, 2026; older filings not covered)

Note · Nov 19, 2018

Sage includes 2 deals that stopped filing before reaching their target

Sage Equity Partners WH, LP (last filing Nov 19, 2018; $7,020,000 sold of $27,400,000); Sage Equity Partners Sirata Beach, LP (last filing Nov 19, 2018; $0 sold of $10,020,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Worth asking · Nov 13, 2018 – May 11, 2026

13 other issuers file from the same address — 53 member issuers (Sage Equity Partners Sirata Beach, LP; Sage Equity Partners WH, LP; Sage Equity Partners Surfside Beach Marina, LP; …)

The address on file, 3737 Buffalo Speedway, Suite 1850, Houston, TX, is used by 66 issuers in our index across 4 sponsor groups; 13 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Sources
Worth asking · Mar 15, 2016 – May 11, 2026

10 Form Ds were filed more than 15 days after the first sale

Form D filed 3,391 days after the first sale — Sage Equity Partners DPS II, LP · Form D filed 3,709 days after the first sale — Sage Equity Partners Northshore Marina I, LP · Form D filed 3,587 days after the first sale — Sage Equity Partners Pinchal I, LP · Form D filed 3,616 days after the first sale — Sage Equity Partners DPS I, LP · Form D filed 16 days after the first sale — SEP GPIF IV, LP · and 5 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Nov 4, 2021 – Oct 16, 2023

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — SEP Element FL, LP (latest filing Oct 16, 2023) · No amendment in the last 12 months on an offering that may still be open — SEP Tomball, LP (latest filing May 19, 2022) · No amendment in the last 12 months on an offering that may still be open — SEP Cherry Creek, LP (latest filing Mar 11, 2022) · No amendment in the last 12 months on an offering that may still be open — SEP Golden Corral Humble, LP (latest filing Jan 14, 2022) · No amendment in the last 12 months on an offering that may still be open — SEP Industrial III, LP (latest filing Nov 17, 2021) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Jan 14, 2022

Formed in 2022 per the latest filing, but activity is dated 2021 — SEP Golden Corral Humble, LP

The issuer's latest filing says it was formed in 2022. The Jan 14, 2022 filing says the first sale was Dec 31, 2021 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Sources
Note · Nov 2, 2020

Formed in 2025 per the latest filing, but activity is dated 2020 — SEP MBH, LP

The issuer's latest filing says it was formed in 2025. The Nov 2, 2020 filing says the first sale was Oct 29, 2020 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Sources
Note · Nov 13, 2018 – May 11, 2026

Member companies were formed in 2 different states

Texas (51), Delaware (2) — out of 53 member issuers. The odd ones out: Sage Opportunity Yield Fund I, LP (Delaware); SEP Digital Infrastructure Yield Fund IV, LP (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 64 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 56 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 11, 2026 D
SEP Fry LP
File 021-583604
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners DPS I, LP
File 021-583560
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners Pinchal I, LP
File 021-583554
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners Northshore Marina I, LP
File 021-583579
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners Sandy Creek, LP
File 021-583592
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners DPS II, LP
File 021-583562
$0$0$0None listed on this filingEDGAR ↗
Jan 20, 2026 D
SEP Dripping Springs, LP
File 021-570418
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2025 D
SEP Digital Infrastructure Yield Fund IV, LP
File 021-563197
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2025 D
SEP MBH, LP
File 021-560232
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2025 D
SEP Evanston, LP
File 021-560233
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2025 D
SEP Palmer, LP
File 021-557750
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2025 D
SEP DEERBROOK, LP
File 021-557747
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2025 D
SEP GPIF IV, LP
File 021-543450
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2025 D
SEP Liberty Hill, LP
File 021-537120
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2024 D/A
SEP River Valley, LP
File 021-528606
$0$0$0None listed on this filingEDGAR ↗
Oct 3, 2024 D
SEP Greyhound Dev II, LP
File 021-525770
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2024 D
SEP Formation 10 Dev, LP
File 021-516340
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2024 D
SEP Industrial V, LP
File 021-510015
$0$0$0None listed on this filingEDGAR ↗
Feb 12, 2024 D
Sage Opportunity Fund, LP
File 021-504962
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2024 D
SEP Bryan Retail Dev, LP
File 021-501533
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2023 D
SEP Galveston, LP
File 021-494802
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2023 D
SEP Element FL, LP
File 021-494797
$0$0$0None listed on this filingEDGAR ↗
Aug 29, 2023 D
SEP Element FL, LP
File 021-490950
$0$0$0None listed on this filingEDGAR ↗
May 23, 2023 D
SEP Galveston, LP
File 021-482353
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2023 D
SEP Colonnade, LP
File 021-477094
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2023 D
SEP Heights Retail, LP
File 021-475656
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2023 D
SEP Element BA LP
File 021-471765
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2022 D
SEP KM Denver LP
File 021-467715
$0$0$0None listed on this filingEDGAR ↗
Nov 29, 2022 D
SEP Industrial IV LP
File 021-466053
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2022 D
SEP Greyhound Dev, LP
File 021-463464
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2022 D
SEP ATM, LP
File 021-460291
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2022 D
SEP Chenal, LP
File 021-458534
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2022 D
SEP PSS, LP
File 021-453552
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2022 D
SEP Pearland SC, LP
File 021-453553
$0$0$0None listed on this filingEDGAR ↗
May 19, 2022 D
SEP Tomball, LP
File 021-446271
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2022 D
SEP Cherry Creek, LP
File 021-436937
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2022 D
SEP Golden Corral Humble, LP
File 021-429488
$0$0$0None listed on this filingEDGAR ↗
Nov 17, 2021 D/A
SEP Industrial III, LP
File 021-421263
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2021 D
SEP New Forest, LP
File 021-420003
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2021 D
SEP AH, LP
File 021-408345
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2021 D
Sage Opportunity Yield Fund I, LP
File 021-393445
$0$0$0None listed on this filingEDGAR ↗
Mar 23, 2021 D
SEP Pillars59, LP
File 021-393099
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2021 D
SEP MMYC, LP
File 021-386027
$0$0$0None listed on this filingEDGAR ↗
Nov 2, 2020 D
SEP MBH, LP
File 021-379435
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2019 D
Sage Equity Partners Brice, LP
File 021-353268
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2019 D
Sage Equity Partners AV Marina, LP
File 021-350477
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2019 D
Sage Equity Partners PCO Columbus, LP
File 021-347352
$0$0$0None listed on this filingEDGAR ↗
May 30, 2019 D
SAGE EQUITY PARTNERS WRIVERWALK, LP
File 021-340720
$0$0$0None listed on this filingEDGAR ↗
May 8, 2019 D
Sage Equity Partners NH, LP
File 021-339051
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2019 D
Sage Equity Partners WGrand, LP
File 021-332891
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2019 D/A
Sage Equity Partners BP, LP
File 021-314278
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners Sirata Beach, LP
File 021-293137
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners WH, LP
File 021-297767
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners Surfside Beach Marina, LP
File 021-303964
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners WAnn, LP
File 021-309350
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 13, 2018 D
Sage Equity Partners CS, LP
File 021-325693
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 53 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:24 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Sage in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:24 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗SE Sage Equity Partners Sirata Beach, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund2$0
offering $10,020,000 · similar: $155,000–$5,250,000
37
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗SE Sage Equity Partners WH, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$7,020,000
offering $7,020,000 · similar: $155,000–$5,250,000
32
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗SE Sage Equity Partners Surfside Beach Marina, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund2$1,025,000
offering $1,025,000 · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗SE Sage Equity Partners WAnn, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund2$10,025,000
offering $10,025,000 · similar: $155,000–$5,250,000
58
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗SE Sage Equity Partners BP, LPshared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund3$4,916,570
offering $4,916,570 · similar: $155,000–$5,250,000
26
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗SE Sage Equity Partners CS, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$4,025,000
offering $4,025,000 · similar: $155,000–$5,250,000
33
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗SE Sage Equity Partners WGrand, LPshared people, same business addressHOUSTON, TXPooled Investment Fund1$7,102,371
offering $7,102,371 · similar: $155,000–$5,250,000
60
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SE Sage Equity Partners NH, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$700,000
offering $700,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SE SAGE EQUITY PARTNERS WRIVERWALK, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$10,985,000
offering $10,985,000 · similar: $155,000–$5,250,000
82
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SE Sage Equity Partners PCO Columbus, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$6,300,000
offering $6,300,000 · similar: $155,000–$5,250,000
53
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SE Sage Equity Partners AV Marina, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$1,350,000
offering $1,350,000 · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SE Sage Equity Partners Brice, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$2,035,000
offering $2,035,000 · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SM SEP MBH, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund2$6,190,102
offering $6,190,102 · similar: $155,000–$5,250,000
35
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2025
EDGAR ↗SM SEP MMYC, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$5,100,000
offering $5,100,000 · similar: $155,000–$5,250,000
42
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SP SEP Pillars59, LPshared people, shared management entity, same business addressHouston, TXPooled Investment Fund1$5,590,000
offering $5,590,000 · similar: $155,000–$5,250,000
55
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SO Sage Opportunity Yield Fund I, LPshared people, same business addressHOUSTON, TXPooled Investment Fund1$1,005,000
offering $1,005,000 · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SA SEP AH, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$1,000,000
offering $1,000,000 · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SN SEP New Forest, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$3,075,000
offering Indefinite · similar: $155,000–$5,250,000
38
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SI SEP Industrial III, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$4,540,000
offering Indefinite · similar: $155,000–$5,250,000
48
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SG SEP Golden Corral Humble, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$1,075,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SC SEP Cherry Creek, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$4,270,000
offering Indefinite · similar: $155,000–$5,250,000
44
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗ST SEP Tomball, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$700,000
offering Indefinite · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SP SEP PSS, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$3,335,000
offering $3,335,000 · similar: $155,000–$5,250,000
28
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SP SEP Pearland SC, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$2,930,000
offering $2,930,000 · similar: $155,000–$5,250,000
42
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SC SEP Chenal, LPshared people, shared management entity, same business addressHouston, TXPooled Investment Fund1$4,670,000
offering $4,670,000 · similar: $155,000–$5,250,000
62
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SA SEP ATM, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$8,005,000
offering $8,005,000 · similar: $155,000–$5,250,000
58
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SG SEP Greyhound Dev, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,205,000
offering $1,205,000 · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SI SEP Industrial IV LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$2,265,000
offering $2,265,000 · similar: $155,000–$5,250,000
29
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SK SEP KM Denver LPshared people, same business addressHOUSTON, TXPooled Investment Fund1$1,725,000
offering $1,725,000 · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SE SEP Element BA LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$4,720,000
offering $4,720,000 · similar: $155,000–$5,250,000
41
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗SH SEP Heights Retail, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$4,935,000
offering $4,935,000 · similar: $155,000–$5,250,000
45
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗SC SEP Colonnade, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$1,710,000
offering $1,710,000 · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗SG SEP Galveston, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund2$2,755,000
offering $770,000 · similar: $500,000–$16,420,250
32
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2023–2023
EDGAR ↗SE SEP Element FL, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$1,512,500
offering $150,000 · similar: $500,000–$16,420,250
19
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2023–2023
EDGAR ↗SB SEP Bryan Retail Dev, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$1,810,000
offering $1,810,000 · similar: $155,000–$5,250,000
28
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗SO Sage Opportunity Fund, LPshared people, same business address, similar issuer namesHouston, TXPooled Investment Fund1$5,625,000
offering $5,625,000 · similar: $155,000–$5,250,000
52
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗SI SEP Industrial V, LPshared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,192,500
offering $1,192,500 · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗SF SEP Formation 10 Dev, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$3,025,000
offering $3,025,000 · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗SG SEP Greyhound Dev II, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$950,000
offering $950,000 · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗SR SEP River Valley, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund2$5,155,000
offering $5,155,000 · similar: $155,000–$5,250,000
46
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗SL SEP Liberty Hill, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$8,162,500
offering $8,162,500 · similar: $155,000–$5,250,000
59
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗SG SEP GPIF IV, LPshared people, same business addressHOUSTON, TXPooled Investment Fund1$2,000,000
offering $2,000,000 · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗SP SEP Palmer, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$4,775,000
offering $4,775,000 · similar: $155,000–$5,250,000
48
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗SD SEP DEERBROOK, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$2,616,950
offering $2,616,950 · similar: $155,000–$5,250,000
29
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗SE SEP Evanston, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$3,415,000
offering $3,415,000 · similar: $155,000–$5,250,000
29
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗SD SEP Digital Infrastructure Yield Fund IV, LPshared people, same business addressHOUSTON, TXPooled Investment Fund1$26,385,000
offering $26,385,000 · similar: $155,000–$5,250,000
95
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗SD SEP Dripping Springs, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$3,785,000
offering $3,785,000 · similar: $155,000–$5,250,000
27
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗SF SEP Fry LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$3,090,000
offering $3,090,000 · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗SE Sage Equity Partners DPS I, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,212,000
offering $1,212,000 · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗SE Sage Equity Partners Pinchal I, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$998,082
offering $998,082 · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗SE Sage Equity Partners Northshore Marina I, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$1,872,135
offering $1,872,135 · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗SE Sage Equity Partners Sandy Creek, LPshared people, shared management entity, same business addressHOUSTON, TXPooled Investment Fund1$1,200,000
offering $1,200,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗SE Sage Equity Partners DPS II, LPshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,475,000
offering $1,475,000 · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗May 11, 2026Sage Equity Partners DPS II, LPDPooled Investment Fund$1,475,000$1,475,000
EDGAR ↗May 11, 2026Sage Equity Partners Sandy Creek, LPDPooled Investment Fund$1,200,000$1,200,000
EDGAR ↗May 11, 2026Sage Equity Partners Northshore Marina I, LPDPooled Investment Fund$1,872,135$1,872,135
EDGAR ↗May 11, 2026Sage Equity Partners Pinchal I, LPDPooled Investment Fund$998,082$998,082
EDGAR ↗May 11, 2026Sage Equity Partners DPS I, LPDPooled Investment Fund$1,212,000$1,212,000
EDGAR ↗May 11, 2026SEP Fry LPDPooled Investment Fund$3,090,000$3,090,000
EDGAR ↗Jan 20, 2026SEP Dripping Springs, LPDPooled Investment Fund$3,785,000$3,785,000
EDGAR ↗Nov 5, 2025SEP Digital Infrastructure Yield Fund IV, LPDPooled Investment Fund$26,385,000$26,385,000
EDGAR ↗Oct 9, 2025SEP Evanston, LPDPooled Investment Fund$3,415,000$3,415,000
EDGAR ↗Oct 9, 2025SEP MBH, LPDPooled Investment Fund$6,190,102$6,190,102
EDGAR ↗Sep 17, 2025SEP DEERBROOK, LPDPooled Investment Fund$2,616,950$2,616,950
EDGAR ↗Sep 17, 2025SEP Palmer, LPDPooled Investment Fund$4,775,000$4,775,000
EDGAR ↗Apr 11, 2025SEP GPIF IV, LPDPooled Investment Fund$2,000,000$2,000,000
EDGAR ↗Feb 3, 2025SEP Liberty Hill, LPDPooled Investment Fund$8,162,500$8,162,500
EDGAR ↗Nov 4, 2024SEP River Valley, LPD/APooled Investment Fund$5,155,000$5,155,000
EDGAR ↗Nov 4, 2024SEP River Valley, LPDPooled Investment Fund$5,155,000$5,155,000
EDGAR ↗Oct 3, 2024SEP Greyhound Dev II, LPDPooled Investment Fund$950,000$950,000
EDGAR ↗Jun 18, 2024SEP Formation 10 Dev, LPDPooled Investment Fund$3,025,000$3,025,000
EDGAR ↗Apr 9, 2024SEP Industrial V, LPDPooled Investment Fund$1,192,500$1,192,500
EDGAR ↗Feb 12, 2024Sage Opportunity Fund, LPDPooled Investment Fund$5,625,000$5,625,000
EDGAR ↗Jan 4, 2024SEP Bryan Retail Dev, LPDPooled Investment Fund$1,810,000$1,810,000
EDGAR ↗Oct 16, 2023SEP Element FL, LPDPooled Investment Fund$150,000$0
EDGAR ↗Oct 16, 2023SEP Galveston, LPDPooled Investment Fund$770,000$770,000
EDGAR ↗Aug 29, 2023SEP Element FL, LPDPooled Investment Fund$1,512,500$1,512,500
EDGAR ↗May 23, 2023SEP Galveston, LPDPooled Investment Fund$2,755,000$2,755,000
EDGAR ↗Mar 28, 2023SEP Colonnade, LPDPooled Investment Fund$1,710,000$1,710,000
EDGAR ↗Mar 13, 2023SEP Heights Retail, LPDPooled Investment Fund$4,935,000$4,935,000
EDGAR ↗Jan 26, 2023SEP Element BA LPDPooled Investment Fund$4,720,000$4,720,000
EDGAR ↗Dec 16, 2022SEP KM Denver LPDPooled Investment Fund$1,725,000$1,725,000
EDGAR ↗Nov 29, 2022SEP Industrial IV LPDPooled Investment Fund$2,265,000$2,265,000
EDGAR ↗Nov 1, 2022SEP Greyhound Dev, LPDPooled Investment Fund$1,205,000$1,205,000
EDGAR ↗Sep 29, 2022SEP ATM, LPDPooled Investment Fund$8,005,000$8,005,000
EDGAR ↗Sep 12, 2022SEP Chenal, LPDPooled Investment Fund$4,670,000$4,670,000
EDGAR ↗Jul 25, 2022SEP Pearland SC, LPDPooled Investment Fund$2,930,000$2,930,000
EDGAR ↗Jul 25, 2022SEP PSS, LPDPooled Investment Fund$3,335,000$3,335,000
EDGAR ↗May 19, 2022SEP Tomball, LPDPooled Investment FundIndefinite$700,000
EDGAR ↗Mar 11, 2022SEP Cherry Creek, LPDPooled Investment FundIndefinite$4,270,000
EDGAR ↗Jan 14, 2022SEP Golden Corral Humble, LPDPooled Investment FundIndefinite$1,075,000
EDGAR ↗Nov 17, 2021SEP Industrial III, LPD/APooled Investment FundIndefinite$4,540,000
EDGAR ↗Nov 16, 2021SEP Industrial III, LPDPooled Investment FundIndefinite$4,540,000
EDGAR ↗Nov 5, 2021SEP New Forest, LPDPooled Investment FundIndefinite$3,075,000
EDGAR ↗Jul 30, 2021SEP AH, LPDPooled Investment Fund$1,000,000$1,000,000
EDGAR ↗Mar 25, 2021Sage Opportunity Yield Fund I, LPDPooled Investment Fund$1,005,000$1,005,000
EDGAR ↗Mar 23, 2021SEP Pillars59, LPDPooled Investment Fund$5,590,000$5,590,000
EDGAR ↗Jan 12, 2021SEP MMYC, LPDPooled Investment Fund$5,100,000$5,100,000
EDGAR ↗Nov 2, 2020SEP MBH, LPDPooled Investment Fund$1,175,000$1,175,000
EDGAR ↗Nov 13, 2019Sage Equity Partners Brice, LPDPooled Investment Fund$2,035,000$2,035,000
EDGAR ↗Oct 7, 2019Sage Equity Partners AV Marina, LPDPooled Investment Fund$1,350,000$1,350,000
EDGAR ↗Aug 26, 2019Sage Equity Partners PCO Columbus, LPDPooled Investment Fund$6,300,000$6,300,000
EDGAR ↗May 30, 2019SAGE EQUITY PARTNERS WRIVERWALK, LPDPooled Investment Fund$10,985,000$10,985,000
EDGAR ↗May 8, 2019Sage Equity Partners NH, LPDPooled Investment Fund$700,000$700,000
EDGAR ↗Feb 14, 2019Sage Equity Partners WGrand, LPDPooled Investment Fund$7,102,371$7,102,371
EDGAR ↗Jan 23, 2019Sage Equity Partners BP, LPD/APooled Investment Fund$4,916,570$4,916,570
EDGAR ↗Dec 18, 2018Sage Equity Partners BP, LPD/APooled Investment Fund$4,347,400$4,347,400
EDGAR ↗Nov 19, 2018Sage Equity Partners WAnn, LPD/APooled Investment Fund$10,025,000$10,025,000
EDGAR ↗Nov 19, 2018Sage Equity Partners Surfside Beach Marina, LPD/APooled Investment Fund$1,025,000$1,025,000
EDGAR ↗Nov 19, 2018Sage Equity Partners WH, LPD/APooled Investment Fund$7,020,000$7,020,000
EDGAR ↗Nov 19, 2018Sage Equity Partners Sirata Beach, LPD/APooled Investment Fund$10,020,000$0
EDGAR ↗Nov 13, 2018Sage Equity Partners CS, LPDPooled Investment Fund$4,025,000$4,025,000
EDGAR ↗Jun 11, 2018Sage Equity Partners BP, LPDPooled Investment Fund$2,825,000$2,825,000
EDGAR ↗Apr 4, 2018Sage Equity Partners WAnn, LPDPooled Investment Fund$10,025,000$10,025,000
EDGAR ↗Jan 24, 2018Sage Equity Partners Surfside Beach Marina, LPDPooled Investment Fund$1,000,000$1,000,000
EDGAR ↗Oct 31, 2017Sage Equity Partners WH, LPDPooled Investment Fund$27,400,000$7,000,000
EDGAR ↗Aug 18, 2017Sage Equity Partners Sirata Beach, LPDPooled Investment Fund$10,000,000$0

Activity: 8 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing May 11, 2026. Industry history, as reported on each offering's latest filing: All 56 offerings reported: Pooled Investment Fund (2017–2026).

People across the group

NameRolesIssuers hereFirst → last listed
WJ William Harrison JunellExecutive Officer53Aug 18, 2017 → May 11, 2026
SE Sage Equity Partners GP, LLC entityExecutive Officer, Promoter10Aug 18, 2017 → May 11, 2026
SE Sage Equity Partners GP II, LLC entityExecutive Officer7Aug 26, 2019 → Oct 9, 2025
SE Sage Equity Partners GP IV, LLC entityExecutive Officer7Jul 25, 2022 → Mar 28, 2023
CM Christopher MorrisExecutive Officer5Aug 18, 2017 → Jun 11, 2018
SE Sage Equity Partners GP VII, LLC entityExecutive Officer4Sep 17, 2025 → May 11, 2026
SE Sage Equity Partners GP VI, LLC entityExecutive Officer4Jun 18, 2024 → Sep 17, 2025
SE Sage Equity Partners GP V, LLC entityExecutive Officer4May 23, 2023 → Nov 4, 2024
SE Sage Equity Partners GP III, LLC entityExecutive Officer4Nov 5, 2021 → May 19, 2022
SE Sage Equity Partners GP I, LLC entityExecutive Officer, Promoter3Nov 13, 2018 → May 30, 2019
SE Sage Equity Partners, LP entityExecutive Officer3Aug 18, 2017 → Jan 24, 2018
SI SEP Industrial III GP, LLC entityExecutive Officer2Nov 16, 2021 → Nov 29, 2022
WJ William Harris JunnellExecutive Officer2Oct 31, 2017 → Jan 24, 2018
SD SEP Digital Infrastructure Yield Fund IV GP, LLC entityExecutive Officer1Nov 5, 2025 → Nov 5, 2025
SG SEP GPIF IV GP, LLC entityExecutive Officer1Apr 11, 2025 → Apr 11, 2025
SI SEP Industrial V GP, LLC entityExecutive Officer1Apr 9, 2024 → Apr 9, 2024
SO Sage Opportunity Fund GP, LLC entityExecutive Officer1Feb 12, 2024 → Feb 12, 2024
SI SEP Industrial IV GP, LLC entityExecutive Officer1Dec 16, 2022 → Dec 16, 2022
SO Sage Opportunity Fund I GP, LLC entityExecutive Officer1Mar 25, 2021 → Mar 25, 2021
SE Sage Equity Partners WGrand GP, LLC entityExecutive Officer, Promoter1Feb 14, 2019 → Feb 14, 2019
SE Sage Equity Partners BP GP, LLC entityExecutive Officer, Promoter1Jun 11, 2018 → Jan 23, 2019
SE Sage Equity Partners WAnn GP, LLC entityExecutive Officer, Promoter1Nov 19, 2018 → Nov 19, 2018
SE Sage Equity Partners Surfside Beach Marina GP, LLC entityExecutive Officer, Promoter1Nov 19, 2018 → Nov 19, 2018
SE Sage Equity Partners Sirata Beach GP, LLC entityExecutive Officer, Promoter1Nov 19, 2018 → Nov 19, 2018
SE Sage Equity Partners WH GP, LLC entityExecutive Officer, Promoter1Nov 19, 2018 → Nov 19, 2018

Business registration (state registry / Secretary of State)

23 of 30 issuers (first 30 of 53 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: active 23.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

SAGESTREET (legal name: SAGE EQUITY PARTNERS, LP) — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Nov 11, 2025 · SEC file 802-134931 · Main office: HOUSTON, TX · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): sagestreet.com ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser legal name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Sage as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Sage's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #54,726 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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