Sabal Investment Advisors, LLC
● SEC registered since 2016CRD 169572SEC# 801-108305Irvine, CA
Ranks #1,215 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$5.83B
Fund GAV
$5.83B
Private funds
7
Employees
16
Accounts
7
Location
Irvine, CA
About Sabal Investment Advisors
Sabal Investment Advisors is associated with Sabal Investment Holdings, managing institutional capital in commercial real estate debt and equity with emphasis on workforce and affordable multifamily. It accesses deal flow through partnerships and agency relationships.
Summary based on the firm’s website.
Sabal Investment Advisors, LLC assets under management
Sabal Investment Advisors, LLC is an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2016. It reports $5.8 billion in regulatory assets under management and employs 16 people. Sabal Investment Advisors, LLC manages 7 private funds with combined gross assets of $5.8 billion, including Sabal Strategic Opportunities Fund, LP. By regulatory assets, it ranks 1,215 of 5,974 private fund managers.
Sabal Investment Advisors, LLC private funds
7 funds · $5.83B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sabal Strategic Opportunities Fund, LP | Real Estate | $3.6B | $10M |
| Sih Debt Opportunities Fund II, L.P. | Real Estate | $821M | $10M |
| Sih Debt Opportunities Fund III, LP | Real Estate | $704M | $10M |
| Sabal Strategic Opportunities Fund II, LP | Real Estate | $503.4M | $10M |
| Sia Debt Opportunities Fund, L.P. | Real Estate | $96.3M | $5M |
| Sih Lending Solutions Fund LP | Real Estate | $86.7M | $100K |
| Sso II Broadway Co-Invest LLC | Real Estate | $24M | $2M |
Sabal Investment Advisors, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aida Snjezana Samarzija | Chief Compliance Officer | Under 5% | 2023 |
| Anny Hyun-Jung Choe Control | Chief Administrative Officer And Head Of Compliance | Under 5% | 2025 |
| Michael Anthony Cook Control | Managing Director | Under 5% | 2022 |
| Robert Patterson Jackson Control | Senior Portfolio Manager And Chief Investment Strategist | Under 5% | 2012 |
| Scp Im, LLC Control | Delaware Limited Liability Company | Over 75% | 2018 |
| Stephen Drakeford Ayres Control | Managing Director | Under 5% | 2021 |
| Tal Joshua Seder Control | Managing Director | Under 5% | 2022 |
| Tony Tan Hoc Trinh Control | Chief Financial Officer | Under 5% | 2025 |
| Sabal Capital Holding Company, LLC Control | Member | Over 75% | 2021 |
| Sabal Capital Operations, LLC Control | Member | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Sabal Investment Advisors, LLC manage?
Sabal Investment Advisors, LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Sabal Investment Advisors, LLC manage?
Sabal Investment Advisors, LLC manages 7 private funds with combined gross assets of $5.8 billion.
How many employees does Sabal Investment Advisors, LLC have?
Sabal Investment Advisors, LLC reports 16 employees.
Where is Sabal Investment Advisors, LLC located?
Sabal Investment Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2016.
Does Sabal Investment Advisors, LLC disclose fund performance?
Sabal Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2211 Michelson Drive, Suite 620, Irvine, CA 92612 |
| Phone | 949-255-2699 |
| Fax | 949-255-2699 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$5.83B▲ 34%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,369 advisers
AUM vs fund managersTop 20%
Larger than 80% of 5,974 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 29%
More than 71% of 16,804 advisers
Assets under management
$5.83Bregulatory AUM
Discretionary $5.83B
Service providers
Auditor
Prime broker
Custodian
Administrator