Sarsi, LLC

Overview

Sarsi, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Sarsi acts as a capital allocator—constructing portfolios itself and allocating to third‑party managers when appropriate. Its fee arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives