Saber Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,350,383
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
88
56% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
HighAverage account size
$776,709
About
Saber Capital Management LLC provides discretionary investment management to individual clients and entities and also acts as investment adviser and sponsor to private pooled investment vehicles (the Funds). Its client base includes individual investors, including high-net-worth clients, served through separately managed accounts and through limited partnership funds.
The firm follows a bottom-up, fundamental value-investing approach that emphasizes detailed company-level financial analysis, concentrated holdings, and a long-term investment horizon. Its strategy targets both operating businesses and special situations and may involve smaller or less-liquid securities, which the firm notes can increase volatility and liquidity risk.
Saber’s business model includes features that are less common among similar advisers: it advises private funds and uses performance-based compensation and performance allocations for certain clients, and it publishes a subscription newsletter that is made available to clients and fund investors at no cost. The firm provides regular performance reporting to limited partners and separately managed account clients and discloses potential conflicts associated with incentive-based arrangements and proprietary trading.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Concentrated stock management
Fee options
$550 per year for access to certain newsletter publications
For Funds: 25% performance allocation on net capital appreciation exceeding 6% preferred return; For separately managed accounts: 15% to 25% of net asset increase annually
Account minimum: $250,000 minimum account size for separately managed accounts; minimum initial investment for the Funds disclosed in the Fund's Memorandum (amount not specified in brochure)
Main office location
Saber Capital Management LLC
7621 Purfoy Rd, Suite 105
Fuquay Varina NC 27526, United States
Number of offices
1
Most active in
Saber Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · New York · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")