Sas Capital Management, LLC is a large advisory firm based in Dallas. It manages $1.96 billion of regulatory assets for 10,213 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, Nevada, and 3 other states.
Sas Capital Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sas Capital Management, LLC is $1.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sas Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Edward Lester has been acting as President since 1 Apr 2015. Nicholas Joseph Rossi joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sas Capital Management, LLC performs its advisory services is located at 14785 Preston Road, Dallas, TX 75254, which is also the mailing address of the firm. An additional office of the firm is in Gig Harbor, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-663-4300 or by fax 972-663-4301. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at argentuspartners.com.