Sabina Asset Management LLC

Sabina Asset Management LLC serves high-net-worth individuals, families, trusts, estates, charitable organizations and certain business entities with discretionary portfolio management delivered through separately managed accounts for retirement and non-retirement needs. The firm generally requires a $500,000 minimum account size and manages accounts on a customized basis to address goals such as income generation and cash flow for life events.

The firm implements actively managed, primarily long portfolios composed of individual stocks, bonds, equity options, certificates of deposit and cash equivalents, typically holding a concentrated mix of 30–50 securities across sectors. Sabina combines fundamental company analysis, valuation work, technical analysis, quantitative techniques and proprietary algorithms, and may use hedging techniques when appropriate; it does not use pooled products such as mutual funds or ETFs and provides only discretionary management.

Notable differences from many peers include its exclusion of non–high-net-worth individual clients and its explicit avoidance of third‑party pooled products and wrap programs, which aligns the firm toward bespoke separately managed strategies. As a single‑advisor boutique with modest regulatory AUM, it also uses proprietary quantitative tools and occasional option strategies—an investment technology mix that is relatively uncommon for firms of this size.