Sabal Investment Advisors, LLC (Irvine)

Sabal Investment Advisors, LLC is a large advisory firm based in Irvine. It manages $392.24 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Sabal Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sabal Investment Advisors: assets under management

The assets under management (AUM) of Sabal Investment Advisors, LLC is $392.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 281% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $392.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.12 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sabal Investment Advisors, 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.

What kind of clients Sabal Investment Advisors serves?

The only and largest group of clients of Sabal Investment Advisors is pooled investment vehicles with 2 clients and $392.24 million of assets under management. Among the 8 most similar advisory firms, Sabal Investment Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $392.24 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Sabal Investment Advisors also advises several private funds. Namely, one real estate fund and two securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Sabal Investment Advisors, LLC

Kevin R. Mckenzie has served as the Chief Investment Officer since 1 Aug 2016. Valerie Yvette Pierrat joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Patterson Jackson	Managing member, senior portfolio manager and chief investment strategist	1 Sep 2012	50% - 75%	6697510
R. Patterson Jackson	Senior portfolio manager and chief investment strategist	1 Sep 2012	50% - 75%	6697510
John Alan Bogler	Managing member, chief financial officer	1 Aug 2016	Other	6697514
Kevin Roderick Mckenzie	Managing member, chief investment officer	1 Aug 2016	Other	6697517
Valerie Yvette Pierrat	Chief compliance officer	1 Aug 2016	Other	2030023
John A. Bogler	Chief financial officer	1 Aug 2016	Other	6697514
Kevin R. Mckenzie	Chief investment officer	1 Aug 2016	Other	6697517
Boyega Adelekan	General counsel	1 Sep 2016	Other	6827321
John Alan Bogler	Chief compliance officer	1 Dec 2016	Other	6697514
Valerie Yvette Pierrat	Chief compliance officer	1 Jan 2017	Other	2030023
Boyega Adelekan	Chief compliance officer	1 Jul 2017	Other	6827321
Angie Shen Smith	Principal financial officer	1 Sep 2017	Other	6862177
Stephen Drakeford Ayres	Vice president	1 Aug 2018	Other	7035799
Llc Scp Im	Delaware limited liability company	1 Aug 2018	75% - 100%	83-1732281
Valerie Yvette Pierrat	Chief compliance officer	1 Sep 2018	Other	2030023
David Michael Browne	Chief financial officer	1 Sep 2018	Other	2505899

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Sabal Capital Holdings	Member	1 Aug 2018	75% - 100%	83-1211938
Trident Sabal Holdings Corporation	Member	1 Aug 2018	75% - 100%	83-1212058

Based in Irvine

The principal office where Sabal Investment Advisors, LLC performs its advisory services is located at 4 Park Plaza, Suite 2000, Irvine, CA 92614 0100, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-900-6272 or by fax 888-947-3232. The normal business hours are 9-5 on Monday - Friday.