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| Sara-Bay Financial Corp
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|---|---|
| CRD # | 133443 |
| SEC # | 801-79508 |
| CIK # | 0001816444 |
| AUM | 396.8 M (2026-04-24) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001816444 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Sun Hydraulics Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| USEC Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| MercadoLibre Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| BlackRock Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Seagate Technology PLC | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Cummins Inc | 0.0 | ||
| Jabil Circuit Inc | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Vector Acquisition Corp | 0.0 | ||
| Verve Ventures Inc | 0.0 | ||
| Old Second Bancorp Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Health Care REIT Inc /DE/ | 0.0 | ||
| Home Depot Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 313 | 275.5 |
| (b) Individuals (high net worth individuals) | 11 | 121.3 |
| (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 | 924 | 396.8 |
| By Discretionary | ||
| Discretionary | 924 | 396.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 924 | 396.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 396.0 | |
| Total | 924 | 396.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
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