SABER CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$129M
Discretionary
$128M
99% of AUM
Avg account
$1.1M
Accounts
123
Employees
2
Advisory reps
1

Firm details

Headquarters
FUQUAY VARINA, North Carolina
CRD number
166103
Registered since
August 3, 2022
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Client types
  • HNWI49.65%
  • Pooled Investment Vehicles47.15%
  • Individuals3.19%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Saber Capital Management LLC is an individually owned investment adviser organized as an LLC and registered with the SEC in 2022. The firm operates as a hedge-fund-style manager while also providing traditional advisory services to both high-net-worth individuals and families as well as institutional clients. Its fee schedule includes asset-based fees, subscription arrangements and performance-based fees, and its advisory scope covers discretionary portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. The firm also publishes periodicals or newsletters as part of its activities. Saber does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 92%, Non-Exchange Traded Equities 8%92%
  • Exchange Traded Equities92%
  • Non-Exchange Traded Equities8%

Contacts

1 of 1
  • JOHN HUBER

    Managing PartnerCRD 6142052

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FUQUAY VARINA, NC

WAKE

Location

FUQUAY VARINA, NC

Headquartered in FUQUAY VARINA, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
7621 Purfoy Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth