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Adviser Profile

As of Date 03/20/2024
Adviser Type - Large advisory firm
Number of Employees 8 14.29%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 08/10/2022
Other registrations (1)
Former registrations

SAAS CAPITAL, LLC

AUM* 174,258,068 -1.74%
of that, discretionary 174,258,068 -1.74%
Private Fund GAV* 174,258,068
Avg Account Size 24,894,010 -15.78%
SMA’s No
Private Funds 7 1
Contact Info 303 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
177M 152M 127M 101M 76M 51M 25M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count7 GAV$174,258,068

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