# Sasser Investment Management

Sasser Investment Management is a Bank / Wealth / Trust based in Berkeley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Berkeley, United States
- **Region:** North America
- **Address:** Oakland, CA, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** sasserinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/sasser-investment-management-inc

## Regulatory record

- **CRD number:** 110886
- **SEC file number:** 801-121873
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

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.

## Questions

### 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.

### 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.

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Updated: 2026-06-03T20:00:00.000Z

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