Fundraising Fox

Sage Capital

Private equityActively deploying

Saint Louis · Growth–Late Stage · 7 people tracked

Also known as SAGE CAPITAL ADVISORS, LLC · SAGE CAPITAL LLC · SAGE CAPITAL MANAGEMENT LLC

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Investment thesis

Sage Capital is a private equity firm investing long-term capital in lower-middle market and small businesses across North America. It invests through the Sage Capital Investors Roundtable, a committed fund of current and retired executives who provide judgment alongside capital. The firm makes both control and minority investments, typically via equity and equity-like instruments, funding growth, acquisitions, and recapitalizations. It favors durable businesses that can last more than a decade and operates a fund with no termination date, adopting a business-owner mindset rather than that of an asset manager. It emphasizes collaborative, LP-friendly terms, charging no fees on uninvested capital.

Invests inAdvanced ManufacturingEnterprise SoftwareSaaSSector AgnosticNorth AmericaSt. LouisUnited States

Source: firm website, verified Aug 11, 2026.

Stage
Growth–Late Stage
Check
$5M – $30M
HQ
Saint Louis, US
Leads rounds
Leads
Instruments
Equity
Founded
2004
AUM
$368.6M
Tracked investments
25

Team · 7 people

from the firm's website
Charles A.D. Kern· Analyst

Kern joined Sage Capital in 2025 as an analyst. He is a graduate of the University of Virginia.

What they invest in

from 3 of 25 portfolio companies

Advanced Manufacturing ×2Consumer ×1FoodTech ×1Hardware ×1Logistics & Supply Chain ×1

HQs:United States×2

Investments · 25 tracked

founders shown can be your intro path
GenzAug 2018SEC filingmedium confidence

Advanced ManufacturingBoise, US

George Kotch(Director)Chase Newman(Director)Grant Thompson(Executive Officer, Director, Promoter)Virgil Thompson(Director)Charles Bonner(Director)

Board seatKevin Learned· per SEC Form D · $1M raise · filed Sep 2018

1800 Stephenson
Bulk Tank, Inc.bulktankinc.com

Bulk Tank Inc (BTI) manufactures pneumatic components and systems for the tank trailer industry, including auto-loading and PD transfer systems, sampling valves, composite butterfly valves, and manhole assemblies.

Advanced ManufacturingHardwareLogistics & Supply Chain

Check Technology Solutions
Checkcorpcheckcorp.comin
DIT-MCO International
Ditmcoditmco.comin𝕏
Imtbrandsimtbrands.comin
Innovative Motion Technologies
K. Hall Studio LLC
Khallstudiokhallstudio.com
Livers Bronzeliversbronze.comin
Mohawk Lifts LLC
Mohawkliftsmohawklifts.comin
Quest Food Management Services LLC
Questfmsquestfms.comin
Randall Manufacturing LLC
Rcpbillingrcpbilling.com
Revenue Cycle Partners LLC
Safe Fleetsafefleet.net
Schlaflyschlafly.com𝕏

Schlafly is an independently and locally owned craft brewery in Missouri that brews more than 70 styles of beer and operates multiple brewpubs, including a Tap Room, Bottleworks, and an airport location.

ConsumerFoodTechSt. Louis, US

Store Supply Warehouse LLC
Storesupplystoresupply.comin𝕏
The Saint Louis Brewery LLC

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Frequently asked questions

What stage does Sage Capital invest at?
Sage Capital invests at the Growth, Late Stage stages.
What is Sage Capital's typical check size?
Sage Capital typically writes checks of $5M – $30M.
What sectors does Sage Capital focus on?
Sage Capital focuses on Advanced Manufacturing, Enterprise Software, SaaS, Sector Agnostic.
Where is Sage Capital located?
Sage Capital is headquartered in Saint Louis, US.
Does Sage Capital lead rounds?
Yes, Sage Capital leads investment rounds.

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