Sas Capital Management, LLC (Dallas)

Name: Sas Capital Management, LLC
Address: 14785 Preston Road, Dallas, TX, 75254
Telephone: 972-663-4300

Sas Capital Management, LLC is a large advisory firm based in Dallas. It manages $1.96 billion of regulatory assets for 10,213 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, Nevada, and 3 other states.

Sas Capital Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sas Capital Management: assets under management

The assets under management (AUM) of Sas Capital Management, LLC is $1.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.96 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.94 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sas Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sas Capital Management, LLC

Michael Edward Lester has been acting as President since 1 Apr 2015. Nicholas Joseph Rossi joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Sas Capital Partners	Owner	1 Nov 2001	75% - 100%	32-0450466
James Jeffrey Halvosa	Chief compliance officer	1 Apr 2014	Other	2603382
Timothy Joseph Feehan	Chief executive officer	1 Mar 2015	Other	2464561
Michael Edward Lester	President	1 Apr 2015	Other	1197341
Troy Loyd Fields	Chief operating officer/evp	1 Jul 2015	Other	2149877
Mark Burt Richison	Cfo	1 Mar 2016	Other	6162870
Nicholas Joseph Rossi	Chief compliance officer	1 May 2016	Other	3064905

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Summit Alliance Capital	Summit alliance capital, llc is a member of argentus holdings, llc	1 Jan 2000	75% - 100%	75-2898489
Larry Keith Anders	Larry anders is a member of summit alliance capital, llc	1 Sep 2000	50% - 75%	1585593
Lc North Timber Capital	North timber capital is a general partner of timber ridge partners	1 Jun 2001	Other	75-2961557
L.P. Timber Ridge Partners	Timber ridge partners, lp is a member of summit alliance capital, llc	1 Jun 2001	25% - 50%	75-2962622
Michael Edward Lester	Michael lester is a partner of timber ridge partners, lp	1 Jun 2001	25% - 50%	1197341
Gina A Lester	Gina lester is a partner of timber ridge partners, lp	1 Jun 2001	25% - 50%	5780233
Llc Aequitas Holdings	Aequitas holdings, llc is a member of aequitas commercial finance, llc	1 Feb 2007	75% - 100%	01-0891635
Llc. Aequitas Management	Aequitas management, llc is a member of aequitas holdings, llc	1 Feb 2007	75% - 100%	41-2224801
Robert Joseph Jesenik	Robert jesenik is a member of aequitas management, llc.	1 Feb 2007	25% - 50%	5331944
Llc Aequitas Commercial Finance	Aequitas commercial finance, llc is a partner of aequitas capital opportunities, lp	1 May 2014	25% - 50%	02-0675916
Lp Aequitas Capital Opportunities Fund	Aequitas capital opportunities, lp is a member of sca holdings, llc	1 Jun 2014	25% - 50%	80-0939647
Llc Argentus Holdings	Argentus holdings, llc is a member of sas capital partners, llc	1 Jul 2014	25% - 50%	75-2773918
Llc. Sca Holdings	Sca holdings, llc is a member of argentus partners, llc	1 Jul 2014	75% - 100%	47-1227435
Ronald Jay Robertson	Ronald robertson is a member of sca holdings, llc.	1 Jul 2014	25% - 50%	2970282
Timothy Joseph Feehan	Timothy feehan is a member of sca holdings, llc.	1 Jul 2014	25% - 50%	2464561

Based in Dallas

The principal office where Sas Capital Management, LLC performs its advisory services is located at 14785 Preston Road, Dallas, TX 75254, which is also the mailing address of the firm. An additional office of the firm is in Gig Harbor, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-663-4300 or by fax 972-663-4301. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at argentuspartners.com.