Sarsi, LLC

Overview

Sarsi, LLC is an independent registered investment adviser organized as a limited liability company that focuses on individuals and families. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee structure includes a percentage of AUM plus hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based work. Investment activity is centered on public mutual fund vehicles as the primary means of market exposure, with third‑party alternative managers used selectively. The firm reports discretionary management across its client base and is not listed as an active ESG investor. While the firm maintains offices in more than one state, its regulatory snapshot does not classify it as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices