Advisor at Sabina Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sabina Asset Management LLC
Location
Fishkill, NY
Credentials
Series 63, Series 65
Industry experience
4 years
Satish Athavale is a financial advisor at Sabina Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Millennium Management, Citadel, and Visium Asset Management. Sabina Asset Management LLC serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management through customized separately managed accounts. The firm employs an active management approach focused on individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.
Based on Sabina Asset Management LLC
Less than $500,000 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually Over $2,000,001+: 0.85% annually
Account minimum: $500,000
Fishkill, NY
New York
Sabina Asset Management LLC
2019 - Present (7 years)
EXTENDED Travel
2019 - 2019 (1 year)
Millenium Management
2018 - 2019 (1 year)
EXTENDED Travel
2017 - 2018 (1 year)
Citadel
2016 - 2017 (1 year)
Visium Asset Management
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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