Sali Fund Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 27, 2026, reports $41.7B in regulatory assets under management, 79 employees, and 312 accounts.
Assets Under Management
$41.7B
Employees
79
Offices
--
Total Clients
234
Primary office
AUSTIN, TX
6850 AUSTIN CENTER BLVD., SUITE 300, AUSTIN, TX, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 97.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
97.4%
228
2
Insurance Cos.
2.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$41.7Bas of March 27, 2026
Discretionary100.0%
$41.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$41.7B
Total Accounts312
10Y AUM Change+$36.2B (+652.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees79
Clients per Employee3:1
10Y Employee Change+39 (+97.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.