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| Sabal Investment Advisors LLC
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| |
|---|---|
| CRD # | 169572 |
| SEC # | 801-108305 |
| CIK # | |
| AUM | $3.3 BB (2024-03-30) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 949-255-2699 |
| Address | 2211 Michelson Drive Irvine, CA 92612 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Sabal Strategic Opportunities Fund II LP | [2024-03-30] | 57.3 | 110.3 |
| RE | SIH Debt Opportunities Fund III LP | [2024-03-30] | 149.6 | 404.3 |
| RE | SIH Special Opportunities Fund LP | 2024-03-30 | 0.2 | |
| RE | SSO II Co-Invest LP | 2024-03-30 | 0.2 | |
| RE | Sabal Strategic Opportunities Fund LP | [2020-09-01] | 37.2 | 1,828.9 |
| SA | SIH Special Opportunities Fund II LP | 2020-09-01 | 50.0 | |
| SA | SIH Special Opportunities Fund LP | 2020-03-30 | 55.0 | |
| RE | SIH Debt Opportunities REIT LLC | [2019-03-31] | 0.1 | 484.4 |
| RE | SIH Debt Opportunities Fund II LP | [2018-10-23] | 204.1 | 817.2 |
| RE | SIA Debt Opportunities Fund LP | [2016-08-18] | 188.2 | 108.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 3.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 3.3 |
| By Discretionary | ||
| Discretionary | 7 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 7 | 3.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Kevin McKenzie | 21 | |||
| Michael Cook | 28 | |||
| R Jackson | 18 | |||
| Tal Seder | 12 | |||
| Sabal Investment Holdings LLC | 9 | |||
| Drake Ayres | 7 | |||
| Mike Wilhelms | 6 | |||
| Annie Chen | 5 | |||
| John Bogler | 3 | |||
| Boyega Adelekan | 2 | |||
| View All | ||||
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