Saberi Investments, LLC

Overview

Saberi Investments, LLC is a small, fee-based registered investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm reports a clear equity preference: the bulk of client assets are held in exchange-traded equities and ETFs, and its advisory mandate is structured as a percentage-of-AUM fee model. The firm does not report itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on liquid equity exposure supplemented by traditional mutual funds and selective allocations to third‑party alternative managers. Alternatives noted on the firm’s filing include hedge funds and real estate strategies, which the firm appears to use as complementary holdings rather than the core of its investment program. Custody and trading appear geared toward electronically traded, easily accessible instruments consistent with a smaller, efficiency-focused RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices