Sabre Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pepper Pike, OH. Its latest Form ADV filing, dated July 1, 2026, reports $127M in regulatory assets under management, 2 employees, and 376 accounts.
Assets Under Management
$127M
Employees
2
Offices
--
Total Clients
147
Primary office
PEPPER PIKE, OH
29525 CHAGRIN BLVD., SUITE 302, PEPPER PIKE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
111
2
HNWI
21.8%
32
3
Charitable
2.7%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of July 1, 2026
Discretionary100.0%
$127M
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.
Total AUM$127M
Total Accounts376
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee74:1
10Y Employee Change—
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.