Sage Capital (Bermuda) Limited (Zurich)

Name: Sage Capital (Bermuda) Limited
Address: Bellerivestrasse 55, Zurich, 8034
Telephone: 011 41 43 210 30 30

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.

Sage Capital (Bermuda) Limited: assets under management

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 firm manages $304.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.06 million each.

Fees & Commissions

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.

Careers at Sage Capital (Bermuda) Limited

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Deden	President and director	1 May 2003	Other	1467528
Timothy Sean Corrigan	Vice president and director	1 May 2003	Other	5061924
Jose Manuel Farre Espanol	Director	1 May 2003	Other	5062128
Sage Capital Zurich Ag	Shareholder	1 May 2003	75% - 100%	foreign
John Marchant Mann	General counsel and assistant secretary	1 Sep 2004	Other	5062136
Martin Stephen Zolnai	Director, vice president, cfo	1 Apr 2007	Other	5329655

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Deden	Beneficiary	1 Jan 1985	25% - 50%	1467528
Anthony Deden	Shareholder	1 May 1999	25% - 50%	1467528
Metapraxis Ltd.	Shareholder	1 May 1999	25% - 50%	foreign
Estate Of Vasilios Dedegikas	Shareholder	1 May 1999	50% - 75%	foreign
Anthony Deden	Owner	1 May 2002	75% - 100%	1467528

Based in Zurich

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.