SAAS CAPITAL, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 298213
- Registered since
- August 10, 2022
- Website
- www.saas-capital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Saas Capital, LLC is a small, institutionally focused adviser that manages pooled investment vehicles and acts as sponsor/GP and managing member of those vehicles. The firm registered with the SEC in 2022 and is owned by an individual. Its advisory mandate centers on portfolio management for pooled investment vehicles, using both AUM-based and performance‑based fee structures. Saas Capital does not position itself as an ESG investor and is not registered as a multi‑state adviser. Operationally the firm combines fund sponsor responsibilities with discretionary portfolio management: it raises and manages pooled vehicles, selects or allocates to external managers, and sits in a manager/sponsor role rather than operating primarily as a retail or advisory-only RIA. The small number of client relationships and the fee structure are consistent with an active fund manager model rather than a broad wealth management practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Tobie Cook
Chief Financial OfficerCRD 6996415
Contacts
3 of 5ROBERT SPANGLER
Managing DirectorCRD 5945057
Evan Tuck
Managing DirectorCRD 8065186
Randall Lucas
Managing DirectorCRD 7525375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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