SABRE ASSET MANAGEMENT LLC

RIASEC Registered
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$342K
Accounts
350
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
  • HNWI63.92%
  • Individuals24.71%
  • Charitable Organizations11.37%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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