SABAL INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 169572
- Registered since
- August 26, 2016
- Website
- www.sabal.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3AIDA SAMARZIJA
Chief Compliance OfficerCRD 1666538
ROBERT JACKSON
President and Chief Executive OfficerCRD 6697510
TONY TRINH
Chief Financial OfficerCRD 8067728
Contacts
3 of 5MICHAEL COOK
Managing DirectorCRD 4227006
TAL SEDER
Managing DirectorCRD 4828130
KEVIN MCKENZIE
PartnerCRD 6697517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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