Saber Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Saber Asset Management advises a small set of clients on ongoing portfolio management and one‑time financial planning, reporting $867,704 in discretionary assets and four client relationships. The firm prepares an Investment Policy Statement for each client and provides advice across equities, mutual funds, ETFs, fixed income (including TIPS), and non‑U.S. securities.
SAM’s investment approach emphasizes fundamental analysis and long‑term trading, with discretion to execute trades consistent with documented risk tolerances and time horizons. The brochure notes the firm operates under fiduciary standards for retirement accounts and seeks to allocate investment opportunities fairly among clients while providing quarterly custodial reporting.
Notably, the ADV includes a fiduciary disclosure specific to retirement plan and IRA advice, indicating the capacity to manage institutional‑type or retirement plan assets—an activity that is uncommon among independent firms of this size. The combination of a very small client roster, an explicit focus on high‑net‑worth individuals in its client types, and the retirement‑account fiduciary language suggests a concentration on HNW and institutional/retirement plan relationships rather than a broad retail (non‑HNW) client base.
Client services
Expertise
Fee options
Fixed financial planning fees negotiated between $0 and $10,000
$0 - $5,000,000: 2.00% $5,000,001 - $10,000,000: 1.75% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.25%
Main office
West Palm Beach FL
Advisors at this office
1
Most active in
California · District of Columbia · Florida · Minnesota · New York · Texas
Also doing business as
Saber 17 Ventures LLC · Saber Asset Management · Saber Ventures LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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