Key facts
- SARA-BAY FINANCIAL CORP. is a other based in SARASOTA, FL.
- SARA-BAY FINANCIAL CORP. reports $760K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 133443- Regulatory AUM
- $760K
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- SARASOTA, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SARA-BAY FINANCIAL CORP. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SARA-BAY FINANCIAL CORP.'s AUM?
- SARA-BAY FINANCIAL CORP. manages approximately $760K in assets.