AdFi
SI

Sabal Investment Advisors, LLC

SEC Registered

Keeping Clients & Investors Ahead of the Curve

Irvine, CAhttps://sabalinvestmentholdings.com949-255-2699
Assets Under Management
$5B–$25B
Year Founded
2009
Employees
16
Office Locations
1 office
Total Accounts
7

About the firm

Sabal Investment Holdings provides investment management services to institutional investors, with a primary focus on debt and equity investments in commercial real estate assets, emphasizing in-demand workforce and affordable multifamily properties. The firm leverages a diverse network of partnerships and close agency relationships to access high-quality deal flow and deliver attractive risk-adjusted returns.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Commercial Real EstateDebt InvestmentsEquity InvestmentsMultifamily PropertiesWorkforce HousingAffordable HousingRisk-adjusted ReturnsDistressed InvestingDebt AcquisitionAsset Management

Services

Investment management services focused on debt and equity investments in commercial real estate assets, with an emphasis on workforce and affordable multifamily properties

Private funds / alternatives
Real Estate

Who they serve

Institutional investors seeking dependable risk-adjusted returns through market cycles

Client segmentClientsAssets managed
Pension/Profit Sharing Plans7$5.8B

Leadership

Robert Patterson Jackson
MANAGING MEMBER, SENIOR PORTFOLIO MANAGER AND CHIEF INVESTMENT STRATEGIST

Office locations

1 office in 1 state
CA
IrvineHQ

Regulatory & compliance

CRD number
#169572
SEC Number
801-108305
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sabal Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched