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Sabal Investment Advisors, LLC

● SEC registered since 2016CRD 169572SEC# 801-108305Irvine, CA
Export (members)
Ranks #1,212 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.35B
Fund GAV
$4.28B
Private funds
5
Employees
15
Accounts
6
Location
Irvine, CA

Sabal Investment Advisors, LLC assets under management

Sabal Investment Advisors, LLC is an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2016. It reports $4.3 billion in regulatory assets under management and employs 15 people. Sabal Investment Advisors, LLC manages 5 private funds with combined gross assets of $4.3 billion, including Sabal Strategic Opportunities Fund, LP. By regulatory assets, it ranks 1,212 of 5,911 private fund managers.

Sabal Investment Advisors, LLC private funds

5 funds · $4.28B GAV
FundTypeGross assetsMin.
Sabal Strategic Opportunities Fund, LPReal Estate$2.31B$10M
Sih Debt Opportunities Fund II, L.P.Real Estate$810.2M$10M
Sih Debt Opportunities Fund III, LPReal Estate$709.6M$10M
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Sabal Investment Advisors, LLC owners & executives

16 reported
NameTitleOwnershipSince
Aida Snjezana SamarzijaChief Compliance OfficerUnder 5%2023
Anny Hyun-Jung Choe ControlChief Administrative Officer And Head Of ComplianceUnder 5%2025
Kevin Roderick McKenziePartner10-25%2016
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Frequently asked questions

How much does Sabal Investment Advisors, LLC manage?

Sabal Investment Advisors, LLC reports $4.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Sabal Investment Advisors, LLC manage?

Sabal Investment Advisors, LLC manages 5 private funds with combined gross assets of $4.3 billion.

How many employees does Sabal Investment Advisors, LLC have?

Sabal Investment Advisors, LLC reports 15 employees.

Where is Sabal Investment Advisors, LLC located?

Sabal Investment Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2016.

Does Sabal Investment Advisors, LLC disclose fund performance?

Sabal Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2211 Michelson Drive, Suite 620, Irvine, CA 92612
Phone949-255-2699
Fax949-255-2699
Office hours5-Sep
SEC regionLos Angeles Regional Office (LARO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$4.35B
Non-discretionary$0
Total (RAUM)$4.35B

Service providers