Saas Capital, LLC

RIASEC RegisteredEst. 2022
Total AUM
$245M
Discretionary
$245M
100% of AUM
Avg account
$27.2M
Accounts
9
Employees
9
Advisory reps
6

Firm details

Headquarters
Cincinnati, Ohio
CRD number
298213
Registered since
August 10, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Saas Capital, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm focuses on managing pooled investment vehicles and serves institutional clients. It charges a combination of asset-based fees and performance fees and acts in sponsor/manager roles for pooled vehicles (including serving as general partner or managing member). Saas Capital is not positioned as an active ESG investor and the firm’s profile does not identify pension consulting or related-adviser functions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Tobie Cook

    Tobie Cook

    Chief Financial OfficerCRD 6996415

Contacts

3 of 5
  • Robert Spangler

    Managing DirectorCRD 5945057

  • Evan Tuck

    Managing DirectorCRD 8065186

  • Randall Lucas

    Randall Lucas

    Managing DirectorCRD 7525375

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
1311 Vine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth