S
Sabina Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,095,984
Total clients
15
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$806,399
About
Sabina Asset Management LLC serves high-net-worth individuals, families, trusts, estates, charitable organizations and certain business entities with discretionary portfolio management delivered through separately managed accounts for retirement and non-retirement needs. The firm generally requires a $500,000 minimum account size and manages accounts on a customized basis to address goals such as income generation and cash flow for life events.
The firm implements actively managed, primarily long portfolios composed of individual stocks, bonds, equity options, certificates of deposit and cash equivalents, typically holding a concentrated mix of 30–50 securities across sectors. Sabina combines fundamental company analysis, valuation work, technical analysis, quantitative techniques and proprietary algorithms, and may use hedging techniques when appropriate; it does not use pooled products such as mutual funds or ETFs and provides only discretionary management.
Notable differences from many peers include its exclusion of non–high-net-worth individual clients and its explicit avoidance of third‑party pooled products and wrap programs, which aligns the firm toward bespoke separately managed strategies. As a single‑advisor boutique with modest regulatory AUM, it also uses proprietary quantitative tools and occasional option strategies—an investment technology mix that is relatively uncommon for firms of this size.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
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
Main office location
Sabina Asset Management LLC
Fishkill NY, United States
Number of offices
1
Most active in
Sabina Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
New York
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:
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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
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