Sabal Investment Holdings

Evidence PackPROIndependent

Real EstateSAN FRANCISCO, CA, US Website

AUM

$1B

Ownership

independent

Stakeability

34 / VERY LOW

Priority

Tier

Employees

Sabal Investment Holdings is an independent real estate investment firm focused on acquiring and developing properties across various regions.

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatory

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(24)BDC Exposure(20)13F Holders(0)Team(30)ILS Deals(0)Regulatory(20)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

34 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

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IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

306923

SEC File Number

801-126283

Registration Type

Registered

Filing Date

Mar 28, 2025

Employee Count

N/A

Discretionary AUM

$667.6M

Private Funds

PE Funds

N/A

VC Funds

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$713.9M

Source: SEC IAPD