Sabal Investment Advisors LLC

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Sabal Investment Advisors LLC ✚
CRD #	169572
SEC #	801-108305
CIK #
AUM	5,830.7 M (2026-03-27)
Employees	16 (62% Investors, 0% Brokers)
Phone	949-255-2699
Address	2211 Michelson Drive Irvine, CA 92612
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
RE	SIH Lending Solutions Fund LP	[2026-03-27]	56.4 M	86.7 M
	Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE	SSO II Broadway Co-Invest LLC	2026-03-27		24.0 M
RE	Sabal Strategic Opportunities Fund II LP	[2024-03-30]	200.0 M	503.4 M
	Offered $1,500,000,000 · Filed 2024-11-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,310,000 · Remaining $1,300,048,670 · Duration More than one year · Net Assets Decline to Disclose
RE	SIH Debt Opportunities Fund III LP	[2024-03-30]	149.6 M	704.0 M
	Offered $500,000,000 · Filed 2024-04-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining $350,424,898 · Duration One year or less · Net Assets Decline to Disclose
RE	SIH Special Opportunities Fund LP	2024-03-30		0.2 M
RE	SSO II Co-Invest LP	2024-03-30		0.2 M
RE	Sabal Strategic Opportunities Fund LP	[2020-09-01]	37.2 M	3,595.1 M
	Offered $1,000,000,000 · Filed 2021-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $962,750,000 · Duration More than one year · Commission $83,813 · Revenue Decline to Disclose
SA	SIH Special Opportunities Fund II LP	2020-09-01		50.0 M
SA	SIH Special Opportunities Fund LP	2020-03-30		55.0 M
RE	SIH Debt Opportunities REIT LLC	[2019-03-31]	0.1 M	484.4 M
	Offered $125,000 · Filed 2019-01-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Duration One year or less · Commission $6,250 · Net Assets Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
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	5.8
(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	5.8
By Discretionary
Discretionary	7	5.8
Non-Discretionary	0	0.0
Total	7	5.8
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		5.7
Total	7	5.8

Form D Directors	Role	# Filings	# Firms
Kevin McKenzie	Director, Executive Officer	21	3
Michael Cook	Executive Officer	33	2
R Jackson	Director, Executive Officer	23	2
Tal Seder	Executive Officer	17	2
Denise Barbut	Executive Officer	17	2
Sabal Investment Holdings LLC	Executive Officer	14	2
Drake Ayres	Director, Executive Officer	12	2
Mike Wilhelms	Executive Officer	6	2
Allan Rozenberg	Executive Officer	6	2
Annie Chen	Executive Officer	5	2
View All

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Real Estate

Comparable Firms	State	AUM
Manulife Investment Management Timberland and Agriculture Inc ✚	MA	6,741.3 M
Madison International Realty Holdings LLC ✚	NY	6,306.0 M
Fairfield Realty Advisors LLC ✚	CA	6,195.8 M
Bell Partners Investment Manager LLC ✚	NC	6,115.8 M
Meadow Capital Management LLC ✚	NY	5,966.9 M
Resource Management Service LLC ✚	AL	5,915.0 M
Longpoint Partners LP ✚	MA	5,707.8 M
Cortland Investment Management LLC ✚	GA	5,669.6 M
Forest Investment Associates LP ✚	GA	5,235.2 M
JV Management LLC ✚	NY	4,980.6 M

Sabal Investment Advisors LLC

Assets, Funds, Holdings