Sai Capital Management LLC is a large advisory firm based in Seal Beach. It manages $57.37 million of regulatory assets for 298 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Delaware, and 7 other states.
Sai Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sai Capital Management LLC is $57.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sai 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.
Adam Justin Rabin has been acting as President since 1 Dec 1998. Ronald Orson Kindschi joined the executive team most recently as the President/Manager/Director/Member Trustee.
The principal office where Sai Capital Management LLC performs its advisory services is located at 3010 Old Ranch Pkwy, Seal Beach, CA 90740 2750, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-597-0890 or by fax 562-493-6036. The normal business hours are 8:00 - 17:00 on Monday - Friday. You can find more information about the New York firm at www.saicapital.com.