Src Management Company, Lp
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $184M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sage Road Energy Ii, Lp | Private Equity Fund | Delaware | $146M | 32 |
| Sage Road Energy I, Lp | Private Equity Fund | Delaware | $31.4M | 18 |
| Src Banner Holdings Llc | Private Equity Fund | Delaware | $6.6M | 11 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Batchelor, Joshua, L | Managing Partner | Jan 2012 (15y) | ≈ 18.75% – 50% via Sage Road Capital, Lp | |
| Stamets, Benjamin, Andrew | Managing Partner, Chief Compliance Officer | Jan 2012 (15y) | ≈ 18.75% – 50% via Sage Road Capital, Lp |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sage Road Capital, Lp | Limited Partner | Apr 2012 | A | 75% or more |
| Src Management Company Gp, Llc | General Partner | Apr 2012 | A | Less than 5% |
| Sage Road Capital, Lp | Member | Apr 2012 | B | ≈ 0% – 5% via Src Management Company Gp, Llc |
| Sage Road Capital, Llc | General Partner | Jan 2012 | B | GP / trustee / elected manager of Sage Road Capital, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Batchelor, Joshua, L: 25% – 50% of Sage Road Capital, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Stamets, Benjamin, Andrew: 25% – 50% of Sage Road Capital, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Sage Road Capital, Lp: 75% – 100% of Src Management Company Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $184M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sage Road Energy Ii, Lp | Private Equity Fund | $146M | $5.0M | 32 |
| Sage Road Energy I, Lp | Private Equity Fund | $31.4M | $2.0M | 18 |
| Src Banner Holdings Llc | Private Equity Fund | $6.6M | $50.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗