First Sabrepoint Capital Management, LP (Dallas)

Name: First Sabrepoint Capital Management, LP
Address: 2912 Maple Avenue, Suite A, Dallas, TX, 75201
Telephone: 214-432-1593

First Sabrepoint Capital Management, LP is a large advisory firm based in Dallas. It manages $290.83 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas.

First Sabrepoint Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First Sabrepoint Capital Management: assets under management

The assets under management (AUM) of First Sabrepoint Capital Management, LP is $290.83 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $290.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Sabrepoint Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients First Sabrepoint Capital Management serves?

The only and largest group of clients of First Sabrepoint Capital Management is pooled investment vehicles with 1 clients and $290.83 million of assets under management. Among the 13 most similar advisory firms, First Sabrepoint Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $290.83 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

First Sabrepoint Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at First Sabrepoint Capital Management, LP

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Dallas

The principal office where First Sabrepoint Capital Management, LP performs its advisory services is located at 2912 Maple Avenue, Suite A, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-432-1593 or by fax 214-347-7267. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sabrepointcapital.net and its LinkedIn profile.