Updated:
San Blas Advisory
SAN BLAS ADVISORY, INC. is an SEC-registered investment adviser in Atlanta, GA, registered since 2026. The firm manages $219 million in assets.
Overview
SAN BLAS ADVISORY, INC. is an SEC-registered investment adviser in Atlanta, GA, registered since 2026. The firm manages $219 million in assets. It has 13 employees and 9 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Naples, FL, United States
Sector focus
Frequently asked questions
What investment strategy does San Blas Advisory pursue?
San Blas Advisory focuses on direct private equity, real estate, and venture capital investments. The firm targets control or significant minority stakes in portfolio companies, often collaborating with management teams. This direct-investing approach avoids fund-of-funds structures.
Is San Blas Advisory registered with the SEC?
Single-family offices can often be exempt from SEC registration under the Dodd-Frank Act if they meet certain criteria. It is not publicly known whether San Blas Advisory Inc. files as a SEC-registered investment adviser or claims a family-office exemption.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research San Blas Advisory in Altss
Explore available research and relationship coverage for this adviser in Altss.