Sabina Asset Management LLC

RIASEC Registered
Total AUM
$12.1M
Discretionary
$12.1M
100% of AUM
Avg account
$806K
Accounts
15
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
314318
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sabina Asset Management LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and concentrates its strategies on exchange-traded equity exposure as the primary vehicle for client portfolios. Sabina is not positioned as an ESG-focused adviser, nor does it operate as a multi-state or pension consulting practice; its client base is composed mainly of individual and family clients. Investment activity centers on liquid public equities and exchange-traded products, with discretionary mandates across all reported assets. The firm’s structure and asset mix point to a boutique, hands-on approach where equity allocation and manager selection (including third‑party hedge fund relationships) are the main levers for delivering returns and downside mitigation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, US Government Bonds 12%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 5%77%
  • Exchange Traded Equities77%
  • US Government Bonds12%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Satish Athavale

    Satish Athavale

    Portfolio ManagerCRD 4415832

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth