Overview
Sageview was founded in 2006 and is owned 100% by Sageview Management, LLC (“Sageview
Management”). The Edward and Karen Gilhuly Trust UAD August 3, 1993 between Edward A.
Gilhuly and Karen H. Gilhuly as Settlors and Trustees and the Scott M. Stuart 2009 Revocable Trust
own 25% or more of Sageview Management.
As of December 31, 2023, Sageview managed $ 2,098 million (calculated based on regulatory assets
under management) on a discretionary basis on behalf of ten private fund clients.
Sageview provides discretionary investment advice and management services to ten private
investment funds (each a “private fund” and collectively, the “private funds”), which are organized
either as U.S. or non-U.S. limited partnerships, that generally seek to generate attractive risk-
adjusted returns as a value-added
stakeholder by making privately negotiated investments in
3 Sageview Capital LP
privately owned, lower middle market companies. Sageview may also selectively invest in public
companies and special situations. Throughout this brochure, “clients” shall be used to refer to these
private funds.
Each private fund is managed only in accordance with its own investment objectives and is not
tailored to any particular private fund investor. Sageview currently manages three families of
private funds referred to as “Sageview Fund I”, “Sageview Fund II”, and “Sageview Fund III” each
of which invests or will invest in a long-term, concentrated portfolio consisting primarily of private
investments and/or domestic and international stocks.
Sageview does not participate in any wrap fee programs.