Sagepoint Capital Partners Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 339742
· SEC file 801-135485
· Franklin, TN
· sagepointcp.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $888M
- Discretionary
- $290M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 4
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $467K | 0.05% |
| High net worth individuals | Fewer than 5 clients | $888M | 99.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Patrick Shiffer | Registered representative | Apr 2026 (0y) | ||
| Winston Justice | Registered representative | May 2026 (0y) | ||
| Ranjeet Guptara | Registered representative | May 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 899 KB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
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: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗