Updated:
Sara-Bay Financial Corp.
Sara-Bay Financial Corp. is an SEC-registered investment adviser in Sarasota, FL, registered since 2014. The firm manages approximately $397 million in...
Overview
Sara-Bay Financial Corp. is an SEC-registered investment adviser in Sarasota, FL, registered since 2014. The firm manages approximately $397 million in regulatory assets. It has 5 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
Sarasota, FL, United States
Frequently asked questions
Does Sara-Bay Financial manage external capital?
No external capital management is indicated. The firm does not appear in SEC or state investment adviser registration records, which exempts single-family offices from registration under the Advisers Act when managing only proprietary family assets. This structure, combined with the absence of any marketing presence, points to a vehicle serving exclusively the wealth of a single family group.
Who are the principals behind Sara-Bay Financial?
No principals are publicly identified. Florida corporate filings list the entity's registered agent and filing history but do not disclose beneficial ownership or officers in a way that maps to named individuals. The wealth-originating source — whether an operating business, real estate portfolio, or liquidity event — has not been disclosed.
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 Sara-Bay Financial Corp. in Altss
Explore available research and relationship coverage for this adviser in Altss.