S
$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Deutsche Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-27-2021
- Office Locations
- 1
Office Locations
-- Fishkill NY
About Sabina Asset Management LLC
Sabina Asset Management LLC is a Fishkill-based RIA. The firm has been operating for 5 years. Managing $12.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Deutsche Bank.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$806.4K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SATISH DIGAMBAR ATHAVALE
Chief Executive Officer, FOUNDER
- CRD
- #4415832
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,095,984 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,095,984 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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