Sarsi, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168399
- Website
- www.sarsillc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.05%
- Individuals23.95%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sarsi, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It bills through a combination of percentage-of-AUM fees plus hourly and fixed-fee options and identifies itself as a capital allocator rather than a pure product distributor. Sarsi is state-registered in New Jersey and New York and does not present itself as an ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
1 of 1
Deva Panambur
Managing DirectorCRD 4632189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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