SAGEPOINT CAPITAL PARTNERS LLC

SAGEPOINT CAPITAL PARTNERS LLC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 339742). Regulatory assets under management: $888.3M.

Registration

CRD: 339742
SEC file number: 801-135485
Type: Registered investment adviser
Location: MCEWEN NORTHSIDE, BLOCK E, 4020 ASPEN GROVE DRIVE, SUITE 355, FRANKLIN, TN, 37067
Phone: (615) 413-4340
Latest filing: 2026-07-24
Regulatory AUM: $888.3M
Discretionary AUM: $289.8M
Non-discretionary AUM: $598.6M
Clients: 7
Accounts: 4

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

Name	Role	Location
Maxwell Robert Baker	CHIEF COMPLIANCE OFFICER	—
Winston Justice	CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER	—
Winston Frederick Justice	CHIEF EXECUTIVE OFFICER; INDIVIDUAL / OWNER	—