Sabattis Capital Management offers customized option-based investment strategies designed to enhance yield and reduce risk within client portfolios. Sabattis Capital Management utilizes a systematic, rules-based framework combining technical, quantitative, and fundamental inputs to manage separately managed accounts. The firm's offerings include premium income strategies, tail risk mitigation, covered call income, and defensive collars. Sabattis Capital Management primarily serves accredited investors, family offices, registered investment advisors, and other institutional investors, requiring a minimum account size of $500,000 for its option-overlay solutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee is up to 1.00%. The firm also charges performance fees of up to 15.00% for qualified clients.