Sabal Investment Advisors, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 169572
· SEC file 801-108305
· Irvine, CA
· www.sabalinvestmentholdings.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $5.8B
- Discretionary
- $5.8B
- Clients
- 7
- Avg AUM / client
- $833M
- Accounts
- 7
- Employees
- 16
AUM over time
$0
$5.8B
Aug 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $5.8B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $3.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sabal Strategic Opportunities Fund, Lp master | Real Estate Fund | Delaware | $1.8B | 29 |
| Sih Debt Opportunities Fund Ii, L.P. | Real Estate Fund | Delaware | $817M | 34 |
| Sih Debt Opportunities Fund Iii, Lp master | Real Estate Fund | Delaware | $404M | 36 |
| Sabal Strategic Opportunities Fund Ii, Lp master | Real Estate Fund | Delaware | $110M | 11 |
| Sia Debt Opportunities Fund, L.P. master | Real Estate Fund | Delaware | $108M | 17 |
| Sso Ii Co Invest, Lp master | Real Estate Fund | Delaware | $190K | 4 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jackson, Robert, Patterson | Senior Portfolio Manager And Chief Investment Strategist | Sep 2012 (14y) | Less than 5% | |
| Mckenzie, Kevin, Roderick | Partner | Aug 2016 (10y) | 10% – 25% | |
| Wilhelms, Michael, Lawrence | Chief Financial Officer | Dec 2019 (7y) | Less than 5% | |
| Ayres, Stephen, Drakeford | Managing Director | Dec 2021 (5y) | Less than 5% | |
| Cook, Michael, Anthony | Managing Director | Jun 2022 (4y) | Less than 5% | |
| Seder, Tal, Joshua | Managing Director | Sep 2022 (4y) | Less than 5% | |
| Samarzija, Aida, Snjezana | Chief Compliance Officer | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Scp Im, Llc | Delaware Limited Liability Company | Aug 2018 | A | 75% or more |
| Sabal Capital Operations, Llc | Member | Dec 2021 | B | ≈ 56.25% – 100% via Scp Im, Llc |
| Sabal Capital Holding Company, Llc | Member | Dec 2021 | B | ≈ 42.19% – 100% via Sabal Capital Operations, Llc |
| Trident Sabal Capital Holdings Ii Corporation | Member | Dec 2021 | B | ≈ 31.64% – 100% via Sabal Capital Holding Company, Llc |
| Trident Vii, L.P. | Shareholder | Dec 2021 | B | ≈ 15.82% – 75% via Trident Sabal Capital Holdings Ii Corporation |
| Trident Vii Parallel Fund, L.P. | Shareholder | Dec 2021 | B | ≈ 15.82% – 75% via Trident Sabal Capital Holdings Ii Corporation |
| Trident Capital Vii, L.P. | General Partner | Jul 2016 | B | GP / trustee / elected manager of Trident Vii, L.P. (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sabal Capital Operations, Llc: 75% – 100% of Scp Im, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Sabal Capital Holding Company, Llc: 75% – 100% of Sabal Capital Operations, Llc × 75% – 100% of Scp Im, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Trident Sabal Capital Holdings Ii Corporation: 75% – 100% of Sabal Capital Holding Company, Llc × 75% – 100% of Sabal Capital Operations, Llc × 75% – 100% of Scp Im, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Trident Vii, L.P.: 50% – 75% of Trident Sabal Capital Holdings Ii Corporation × 75% – 100% of Sabal Capital Holding Company, Llc × 75% – 100% of Sabal Capital Operations, Llc × 75% – 100% of Scp Im, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Trident Vii Parallel Fund, L.P.: 50% – 75% of Trident Sabal Capital Holdings Ii Corporation × 75% – 100% of Sabal Capital Holding Company, Llc × 75% – 100% of Sabal Capital Operations, Llc × 75% – 100% of Scp Im, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $3.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sabal Strategic Opportunities Fund, Lp | Real Estate Fund | $1.8B | $10.0M | 29 |
| Sih Debt Opportunities Fund Ii, L.P. | Real Estate Fund | $817M | $10.0M | 34 |
| Sih Debt Opportunities Fund Iii, Lp | Real Estate Fund | $404M | $10.0M | 36 |
| Sabal Strategic Opportunities Fund Ii, Lp | Real Estate Fund | $110M | $10.0M | 11 |
| Sia Debt Opportunities Fund, L.P. | Real Estate Fund | $108M | $5.0M | 17 |
| Sso Ii Co Invest, Lp | Real Estate Fund | $190K | $10.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗