Sasser Investment Management, Inc.
● SEC registered since 2021CRD 110886SEC# 801-121873Berkeley, CA
Reg. AUM
$120.1M
Employees
3
Accounts
119
Location
Berkeley, CA
Sasser Investment Management, Inc. assets under management
Sasser Investment Management, Inc. operates as an SEC-registered investment adviser based in Berkeley, CA. The firm has been registered since 2021. It reports $120.1 million in regulatory assets under management and employs 3 people.
Sasser Investment Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley David Sasser Control | Chief Compliance Officer | Over 75% | 2005 |
| Bradley David Sasser Control | President/Owner | 50-75% | 1999 |
| Thomas Joseph Lonzo Control | Director/Owner | 50-75% | 2015 |
Frequently asked questions
How much does Sasser Investment Management, Inc. manage?
Sasser Investment Management, Inc. reports $120.1 million in regulatory assets under management on its Form ADV.
How many employees does Sasser Investment Management, Inc. have?
Sasser Investment Management, Inc. reports 3 employees.
Where is Sasser Investment Management, Inc. located?
Sasser Investment Management, Inc. is based in Berkeley, CA and has been SEC-registered since 2021.
Does Sasser Investment Management, Inc. disclose fund performance?
Sasser Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2907 Claremont Ave, Suite 220, Berkeley, CA 94705-2410 |
| Phone | 510-835-0960 |
| Fax | 510-722-2266 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.1M▲ 9%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$120.1Mregulatory AUM
Discretionary $113.3MNon-discretionary $6.8M