Saber Capital Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$129M
Discretionary
$128M
99% of AUM
Avg account
$1.1M
Accounts
123
Employees
2
Advisory reps
1

Firm details

Headquarters
Fuquay Varina, North Carolina
CRD number
166103
Registered since
August 3, 2022
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Client types
  • HNWI49.65%
  • Pooled Investment Vehicles47.15%
  • Individuals3.19%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Saber Capital Management LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge-fund style manager. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles and business or institutional accounts. Its commercial model includes a mix of percentage-of-AUM fees, subscription fees and performance-based compensation. Saber does not position itself as an ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 92%, Non-Exchange Traded Equities 8%92%
  • Exchange Traded Equities92%
  • Non-Exchange Traded Equities8%

Contacts

1 of 1
  • John Huber

    John Huber

    Managing PartnerCRD 6142052

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

Fuquay Varina, NC

Wake

Location

Fuquay Varina, NC

Headquartered in Fuquay Varina, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
7621 Purfoy Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth