RIA Intelligence

SAS CAPITAL MANAGEMENT, LLC

Legal name: SUMMIT ADVISOR SOLUTIONS

CRD #118581 SEC #801-60900 DALLAS, TX 972-663-4300
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
3
Clients
--
Accounts
10,213

AUM Over Time

DateDec 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees3
Clients8,000
DateMay 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees36
Clients8,000
DateMay 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees36
Clients8,000
DateMar 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees36
Clients8,000
DateFeb 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateSep 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateAug 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateAug 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateJun 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateApr 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateApr 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateApr 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients4,100
DateOct 2014
Total AUM$438.7M
Discretionary$438.7M
Non-Disc.$0
Employees19
Clients2,400
DateOct 2014
Total AUM$438.7M
Discretionary$438.7M
Non-Disc.$0
Employees19
Clients2,400
DateAug 2014
Total AUM$846.5M
Discretionary$846.5M
Non-Disc.$0
Employees19
Clients2,400
DateJul 2014
Total AUM$846.5M
Discretionary$846.5M
Non-Disc.$0
Employees19
Clients2,400
DateMay 2014
Total AUM$910.6M
Discretionary$910.6M
Non-Disc.$0
Employees21
Clients5,000
DateApr 2014
Total AUM$910.6M
Discretionary$910.6M
Non-Disc.$0
Employees21
Clients5,000
DateMar 2014
Total AUM$910.6M
Discretionary$910.6M
Non-Disc.$0
Employees21
Clients5,000
DateFeb 2014
Total AUM$900M
Discretionary$900M
Non-Disc.$0
Employees22
Clients6,700
DateJan 2014
Total AUM$900M
Discretionary$900M
Non-Disc.$0
Employees22
Clients6,700
DateJan 2014
Total AUM$900M
Discretionary$900M
Non-Disc.$0
Employees22
Clients6,700
DateDec 2013
Total AUM$900M
Discretionary$900M
Non-Disc.$0
Employees22
Clients6,700
DateApr 2013
Total AUM$900M
Discretionary$900M
Non-Disc.$0
Employees22
Clients2,800
DateAug 2012
Total AUM$690M
Discretionary$690M
Non-Disc.$0
Employees11
Clients2,800
DateMay 2012
Total AUM$690M
Discretionary$690M
Non-Disc.$0
Employees11
Clients2,800
DateMar 2012
Total AUM$690M
Discretionary$690M
Non-Disc.$0
Employees11
Clients2,800
DateMar 2011
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$402M
Discretionary$394M
Non-Disc.$8M
Employees10
Clients--
DateJan 2008
Total AUM$402M
Discretionary$394M
Non-Disc.$8M
Employees10
Clients--
DateDec 2007
Total AUM$402M
Discretionary$394M
Non-Disc.$8M
Employees10
Clients--
DateNov 2007
Total AUM$402M
Discretionary$394M
Non-Disc.$8M
Employees10
Clients--
DateOct 2007
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$8.5M
Discretionary$8.5M
Non-Disc.$0
Employees5
Clients--