A complete list of active advisors currently associated with Sabattis Capital
Warmer can help you find a great advisor at Sabattis Capital or one who fits your needs even better.
Sabattis Capital Management LLC is a recently formed investment adviser that provides customized portfolio management through separately managed accounts to individuals, family offices, registered investment advisers, and other institutional clients. Services focus on option-based overlays and portfolio-level solutions designed to align with each client’s stated investment objectives and constraints. The firm employs a systematic, rules-based framework that integrates technical, quantitative, and fundamental inputs to implement dynamic option and derivative positions across strategies such as income generation, tail-risk mitigation, covered call overlays, and collars. SCML manages accounts on a discretionary basis and maintains ongoing risk-management processes to monitor exposures and adjust positions as market conditions evolve. What distinguishes the firm relative to similarly profiled advisers is its explicit use of derivatives within separately managed accounts and its stated focus on individualized portfolio management for retail and high-net-worth clients—features that are less common among firms with this regulatory profile. The firm also does not act as a private fund adviser, offers performance-fee arrangements subject to qualified-client standards, and does not participate in wrap fee programs or recommend specific custodians.
To learn more about the advisors currently working at Sabattis Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Berkeley Heights, NJ
| 7
|
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