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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sara-Bay Financial Corp
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| CRD # | 133443 |
| SEC # | 801-79508 |
| CIK # | 0001816444 |
| AUM | $318.3 M (2025-04-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 941-371-8027 |
| Address | 2201 Cantu Court Sarasota, FL 34232 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| USEC Inc | 0.0 | ||
| Sun Hydraulics Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Pure Storage Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| BlackRock Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 216.3 |
| (b) Individuals (high net worth individuals) | 10 | 102.1 |
| (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 | 0 | 0.0 |
| (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 | 848 | 318.3 |
| By Discretionary | ||
| Discretionary | 848 | 318.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 848 | 318.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 317.7 | |
| Total | 848 | 318.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001816444] | |
| SC 13G | [0001816444] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Sara-Bay Financial | Impac Mortgage Holdings Inc | [2023-03-15] |
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