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Sasser Investment Management
Sasser Investment Management launched in 1996 as a boutique registered investment advisor in Oakland, California. The firm advises individuals, high-net-worth...
Sasser Investment Management
Sasser Investment Management launched in 1996 as a boutique registered investment advisor in Oakland, California. The firm advises individuals, high-net-worth families, trusts and corporations. Its public materials do not name a founder or senior investment-team members, and no details on underlying wealth origin are disclosed. The firm runs four in-house strategies: a Value Portfolio, a Dividend Value Portfolio, a Fixed Income Portfolio, and Trust Deeds, a structure that concentrates deployment in publicly traded equities, fixed-income instruments, and direct real estate loans. Sasser describes its philosophy as "disciplined value investing," emphasizing long-holding-period, fundamentals-driven stock selection. No named portfolio companies or specific co-investors appear in available sources, making it impossible to catalogue positions or quantify typical check sizes. The firm serves clients nationally from its single Oakland office. No recent operational event — such as a strategy launch, team hire, or regulatory filing — surfaced for Sasser Investment Management in the last 24 months. Team size and total assets under management remain undisclosed. The firm does not promote membership in peer networks such as Tiger 21, YPO, or R360, and no adjacent philanthropic or real-asset vehicles are identified. Sasser departs from the multi-strategy, multi-manager model that dominates wealth management by restricting its toolkit to liquid public markets and trust deed lending. This narrow mandate — no venture, no private equity, no third-party fund-of-funds — represents a structural bet that concentrated, internally managed value equity and fixed-income portfolios, paired with real estate secured loans, will compound wealth without the liquidity discounts and fee layers of alternatives-heavy competitors.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Berkeley
Corporate office
Oakland, CA, United States
Frequently asked questions
What investment strategies does Sasser Investment Management run in-house?
Sasser manages four proprietary strategies: a Value Portfolio, a Dividend Value Portfolio, a Fixed Income Portfolio, and Trust Deeds. The first two concentrate on publicly traded equities selected through a fundamentals-driven value framework, while the fixed-income sleeve covers bonds and similar instruments. The Trust Deed strategy originates direct real estate loans, adding a private-credit-like component inside an otherwise public-markets-oriented firm.
Does Sasser commit to private equity, venture capital, or hedge funds?
No. Based on its published materials, Sasser does not allocate to external private equity funds, venture capital, or hedge funds. The firm keeps deployment within four internally managed strategies spanning public equities, fixed income, and trust deeds — a liquid, transparent construction that avoids the illiquidity and fee layering typical of multi-asset family-office portfolios.
Who runs investment decisions at Sasser Investment Management?
Sasser's public-facing materials do not name a founder, chief investment officer, or portfolio manager. The firm operates without a visible principal bench, which is unusual for a boutique RIA serving high-net-worth clients. No regulatory filings surfaced that identify control persons beyond generic firm registration data.
Is Sasser structured as a family office or a traditional RIA?
Sasser is a registered investment advisor, not a single-family office. It advises individuals, high-net-worth families, trusts, and corporations. While it shares some characteristics with family offices — such as a concentrated, internally managed investment program — it serves multiple unrelated clients and charges fees under an RIA structure rather than operating as a dedicated family balance-sheet manager.
Where are Sasser's clients and assets concentrated geographically?
Sasser operates from a single office in Oakland, California, and its Form ADV registration points to a US-based client base. No additional offices, international locations, or geographic-partner strategies appear in available sources. The firm's website does not specify regional concentration within the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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