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SARDIS GROUP

Business and Investment Profile

The SARDIS GROUP is a privately held investment adviser that advises $531.19mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SARDIS GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 167.88% over the last 1-years.

Regulatory Profile

The Group has been registered with the SEC for 1.62 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4200 NORTHSIDE PARKWAY BUILDING 4, SUITE 300, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 6 employees comprised of 6 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 1-years.

Asset Profile

Their $531.19mn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 7 other accounts. Assets of Investment Companies (IC) clients own $159.17mn or 29.97% of Total Assets and Insurance Companies own $58.25mn or 10.97% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Investment Companies (IC) and Insurance Companies.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

SARDIS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SARDIS GROUP

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Keywords: Sardis Group, Sardis
Generated 2026-09-12T06:50:26.2896845.  © 2026 Convergence.