Sabina Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 314318
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sabina Asset Management LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and concentrates its strategies on exchange-traded equity exposure as the primary vehicle for client portfolios. Sabina is not positioned as an ESG-focused adviser, nor does it operate as a multi-state or pension consulting practice; its client base is composed mainly of individual and family clients. Investment activity centers on liquid public equities and exchange-traded products, with discretionary mandates across all reported assets. The firm’s structure and asset mix point to a boutique, hands-on approach where equity allocation and manager selection (including third‑party hedge fund relationships) are the main levers for delivering returns and downside mitigation.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities77%
- US Government Bonds12%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Satish Athavale
Portfolio ManagerCRD 4415832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations