Sardis Group, LLC
SEC RegisteredLong-Term Credit Investing
About the firm
Sardis Group is an SEC-registered investment advisor specializing in securitized credit including the residential, commercial, and asset-backed markets. They manage over $700 million across separately managed accounts, sub-advised funds, and the Sardis Credit Opportunities Fund (SGSIX), an interval fund strategy. The firm is principally employee-owned and fee-based.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed accounts with custom-tailored portfolios for banks, insurance companies, and institutional investors, and the Sardis Credit Opportunities Fund (SGSIX), a continuously offered, non-diversified, closed-end interval fund investing in securitized debt instruments and loans.
Who they serve
RIAs, family offices, banks, insurance companies, and other institutional investors seeking access to differentiated credit exposures.
| Client segment | Clients | Assets managed |
|---|---|---|
| Sovereign Wealth Funds | 7 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sardis Group, 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.
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