Sage Capital (Bermuda) Limited is a large advisory firm based in Zurich. It manages $304.5 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005.
Sage Capital (Bermuda) Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sage Capital (Bermuda) Limited is $304.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sage Capital (Bermuda) Limited for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jose Manuel Farre Espanol has been acting as President since 1 May 2003. Martin Stephen Zolnai joined the executive team most recently as the Director, Vice President, Cfo.
The principal office where Sage Capital (Bermuda) Limited performs its advisory services is located at Bellerivestrasse 55, Zurich, 8034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 011 41 43 210 30 30 or by fax 011 41 43 210 30 31. The normal business hours are 0900-1700 on Monday - Friday. You can find more information about the New York firm at www.sagecapital.com.