SABRE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- BEACHWOOD, Ohio
- CRD number
- 288889
- Website
- sabreasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.92%
- Individuals24.71%
- Charitable Organizations11.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sabre Asset Management LLC is a small, privately owned advisory firm that manages portfolios primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and operates with full discretionary authority over its client portfolios. Sabre’s stated investment posture favors equities as the primary allocation vehicle, and its activity centers on traditional portfolio management rather than acting as a capital allocator to external alternative managers. The firm does not emphasize ESG integration and is not structured as a multi-state adviser or related-adviser network. Its business model is straightforward: construct and manage equity-heavy portfolios for private clients and some institutional relationships, leveraging a single primary custodian for custody and execution.
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 Equities50%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Contacts
2 of 2MICHAEL WHALEN
President & FounderCRD 2800915
Connie Horrigan
Office ManagerCRD 7720161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEACHWOOD, OH
CUYAHOGA
Location
BEACHWOOD, OH
Headquartered in BEACHWOOD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 29525 Chagrin Blvd
- Time zone
- ET (UTC-5)
- Office locations
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