Sarsi, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sarsi, LLC is a registered investment adviser that serves individuals, high‑net‑worth clients and institutions, including family offices, offering ongoing investment supervisory services, comprehensive financial planning, and consulting/due‑diligence work on asset managers. The firm manages discretionary and non‑discretionary portfolios and integrates tailored investment policy statements with planning for clients of varying complexity.
The firm’s investment process centers on strategic asset allocation informed by macroeconomic, asset‑class and quantitative analysis, and it uses both traditional equities and fixed income as well as alternative public and private investments for appropriate clients. For certain separately managed accounts, Sarsi employs derivatives — primarily options strategies such as long puts, put spreads and covered calls — as tools for downside protection or to generate income, with option trading subject to client approval and account permissions.
What distinguishes Sarsi from many similarly sized independent advisers is its routine use of options within separately managed accounts (an uncommon practice among peers) combined with explicit consulting and due‑diligence services focused on the alternative and private fund space. The firm operates with a single lead advisor who reviews client accounts on a regular basis and provides customized model portfolios and bespoke planning alongside these more specialized investment capabilities.
Client services
Expertise
Fee options
Fixed fees for consulting and financial planning services ranging from $5,000 to $15,000 per month or $5,000 and upwards for comprehensive financial plans
$0 - $2,000,000: 1% $2,000,001 - $5,000,000: 0.85% $5,000,001+: Negotiable
Hourly fees between $250 and $500 per hour, typically $350 depending on complexity
Minimum fee: Minimum fee of $5,000 per client per year, may be waived at advisor's discretion
Main office
West New York NJ
Advisors at this office
1
Most active in
New Jersey · New York · Texas
Also doing business as
Sarsi Wealth Management LLC · Sarsi, 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
Quick links
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