SABANA CAPITAL MANAGEMENT, LLC

Overview

Sabana Capital Management, LLC is a small, individually owned RIA that focuses on discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm charges a percentage-of-AUM fee and runs a compact practice that favors pooled public funds and managed accounts rather than a heavy roster of direct-equity trading. Sabana is not positioned as an ESG-focused allocator and it does not identify as a multi-state or pension consultant adviser. Investment allocation tilts toward public mutual funds and separately managed account strategies, with manager selection and use of third-party vehicles playing a clear role in how client exposures are built. The firm also makes selective use of alternative exposure through third-party digital currency managers, suggesting a willingness to include nontraditional holdings in client portfolios when appropriate to objectives and risk tolerance. Custody and trade execution are handled through Charles Schwab & Co., Inc., which supports a typical RIA operating model centered on fund-based and managed-account solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices