SABAL INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$833M
Accounts
7
Employees
16
Advisory reps
8

Firm details

Headquarters
IRVINE, California
CRD number
169572
Registered since
August 26, 2016
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sabal Investment Advisors, LLC is an SEC-registered investment adviser formed as an LLC in 2016 that operates primarily as a real estate fund manager and sponsor. The firm targets institutional clients and acts as portfolio manager for pooled investment vehicles, often serving as sponsor, general partner, or managing member of its funds. Its fee structure includes a percentage-of-assets component plus other fee arrangements. Sabal does not position itself as a capital allocator to external managers; instead it manages private pooled vehicles directly. The firm is not flagged as an active ESG investor, and its operations are concentrated rather than multi-state or pension-consulting oriented.

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

3 of 3
  • AIDA SAMARZIJA

    Chief Compliance OfficerCRD 1666538

  • ROBERT JACKSON

    President and Chief Executive OfficerCRD 6697510

  • TONY TRINH

    Chief Financial OfficerCRD 8067728

Contacts

3 of 5
  • MICHAEL COOK

    Managing DirectorCRD 4227006

  • TAL SEDER

    Managing DirectorCRD 4828130

  • KEVIN MCKENZIE

    PartnerCRD 6697517

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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

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
2211 Michelson Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth