Sarsi, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,044,507
Clients
57
51% high-net worth
Advisors
1
of 1 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
57
HighAverage account size
$807,798
About
Sarsi, LLC provides comprehensive financial planning, ongoing investment supervisory services, and consulting to individuals, high‑net‑worth clients, and select institutions including family offices and consultants. The firm operates as a fiduciary and offers both discretionary and non‑discretionary portfolio management along with tailored Investment Policy Statements and implementation support.
The firm’s investment process centers on setting strategic asset allocation from each client’s risk profile and time horizon, then selecting managers and investment products using macroeconomic and quantitative analysis and ongoing manager due diligence. Portfolios are customized from model allocations with attention to tax and liquidity profiles and are monitored and adjusted as client circumstances or market information change.
Distinctive features include the active use of derivatives in separately managed accounts — the brochure describes implementing options strategies such as long puts, put spreads, and covered calls to add downside protection or generate income, with option trading requiring approval and appropriate account permissions. Sarsi also offers consulting and due diligence focused on alternative and private fund managers, a service mix that is less common among firms of this size and structure managing roughly $46 million in discretionary assets.
Client services
Financial planning
Portfolio management
Selection of other advisers
Consulting & due diligence
Expertise
Private / alternative investments
Options & derivatives strategies
Fee options
Fixed fees between $5,000 and $15,000 per month for consulting; fixed fees $5,000 and up for comprehensive financial planning
$0 - $2,000,000: 1% $2,000,001 - $5,000,000: 0.85% $5,000,001+: Negotiable
$250 to $500 per hour depending on complexity and needs
Minimum fee: $5,000 per year, may be waived Fee-only: Yes, including fees based on percentage of AUM, fixed fees, and hourly fees as described.
Main office location
Sarsi, LLC
West New York NJ, United States
Number of offices
2
Most active in
Sarsi, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · 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:
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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
Quick links
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