Saul Funds Management LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$2.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Miami, Florida
CRD number
343912
Registered since
October 14, 2026
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Saul Funds Management LLC is a privately held LLC that manages pooled real estate investment vehicles for institutional clients. The firm is registered with the SEC, effective in 2026, and structures its compensation with performance-based fees typical of private fund managers. Its advisory work centers on portfolio management for pooled investment vehicles rather than separate-account advisory or broad wealth management. The organization is owned by an individual and is affiliated with at least one related investment adviser.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
700 Ne 26th Ter
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth