SAOTHAIR CAPITAL PARTNERS, LLC
DBA: SAOTHAIR CAPITAL PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $500.7M |
| Discretionary | $500.7M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $125.2M |
| Employees | 8 |
| Peak AUM | $500.7MMar 2026 |
| AUM CAGR | 0.0% /yrover 2 yrs · 7 filings |
AUM by Client Type
Total AUM
$501M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $501M | — | — | — | — |
| Discretionary AUM | $501M | — | — | ||
Key Metrics
| Total AUM | $500.7M |
| Discretionary | $500.7M |
| Employees | 8 |
| Client Accounts | 4 |
Contact & Location
Address
101 E. LANCASTER AVE
WAYNE PA 19087
Phone
484-658-3100
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$501M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm