Sabre Asset Management LLC

RIASEC Registered
Total AUM
$127M
Discretionary
$127M
100% of AUM
Avg account
$339K
Accounts
376
Employees
2
Advisory reps
2

Firm details

Headquarters
Beachwood, Ohio
CRD number
288889
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI64.99%
  • Individuals24.04%
  • Charitable Organizations10.96%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sabre Asset Management LLC is a privately held limited liability company that provides portfolio management primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory focus is traditional discretionary portfolio management rather than pension consulting or multi-state institutional advisory. Sabre reports it does not position itself as an active ESG investor.

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 50%, Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 7%, US Government Bonds 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%

Contacts

2 of 2
  • Michael Whalen

    President & FounderCRD 2800915

  • Connie Horrigan

    Office ManagerCRD 7720161

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth