Private Market View

SARA-BAY FINANCIAL CORP.

Other · SARASOTA, FL

AUM
$760K
Portfolio companies
Recorded deals
Last investment

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.
SARA-BAY FINANCIAL CORP. — Portfolio, Investments & Funds | Private Market View