SAS CAPITAL INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
313098

Firm profile

FINTRX

Overview

SAS Capital Investment Management, LLC is a privately held limited liability company organized as an individually owned investment manager. The firm’s public profile centers on managing pooled investment vehicles: it serves as sponsor, general partner and managing member for private funds rather than operating primarily as a traditional advisory firm to retail or institutional advisory accounts. Public data indicate it is not positioned as a multi-state adviser and does not identify itself as an active ESG investor.

Assets & Accounts

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

Owners & executives

1 of 1
  • Brett Romero

    Founder and CEOCRD 7350938

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
10869 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth