Sahara Investment Group

RIASEC RegisteredEst. 2026
Total AUM
$218M
Discretionary
$51.7M
24% of AUM
Avg account
$72.7M
Accounts
3
Employees
15
Advisory reps
4

Firm details

Headquarters
Las Vegas, Nevada
CRD number
341135
Registered since
April 27, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Other76.29%
  • Pooled Investment Vehicles23.71%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sahara Investment Group is an LLC that operates as an adviser to institutional clients while maintaining registration with the SEC as of 2026. The firm’s advisory scope on its registration includes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. Fee arrangements are a mix of percentage-of-AUM, fixed fees and performance-based fees. Sahara does not present itself as an active ESG investor and is not registered as a multi-state adviser. The firm is affiliated with real-estate-related roles: it functions as a broker and sponsor, and serves as general partner and managing member of pooled investment vehicles. Those industry roles align with the private fund activity the firm reports and indicate a direct involvement in originating and operating real-estate investments alongside providing advisory services.

Assets & Accounts

Investments & Alternatives

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: State & Local Bonds 22%, Exchange Traded Equities 19%, US Government Bonds 18%, Non-Exchange Traded Equities 13%, Cash & Cash Equivalents 11%, Private Funds 8%, Public Funds/Mutual Funds 6%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 1%, Other 1%22%
  • State & Local Bonds22%
  • Exchange Traded Equities19%
  • US Government Bonds18%
  • Non-Exchange Traded Equities13%
  • Cash & Cash Equivalents11%

Owners & executives

2 of 2
  • Evan Vitale

    Chief Financial OfficerCRD 5542693

  • Russell Bridges

    Chief Operating OfficerCRD 8243613

Contacts

2 of 2
  • David Hirschfeld

    PartnerCRD 5253096

  • Spyro Costopoulos

    Spyro Costopoulos

    PresidentCRD 4903511

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
10801 W Charleston Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth