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Sabre Value Management, Inc. (Boca Raton)


Sabre Value Management, Inc. is a large advisory firm based in Boca Raton. It manages $34 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and Georgia.

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Sabre Value Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sabre Value Management: assets under management

The assets under management (AUM) of Sabre Value Management, Inc. is $34 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sabre Value Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where Sabre Value Management, Inc. performs its advisory services is located at 902 Clint Moore Road, Suite 100, Boca Raton, FL 33487, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-866-3697 or by fax 561-997-9927. The normal business hours are 9:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.sabrevalue.com.


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