# SABAL INVESTMENT ADVISORS, LLC

SABAL INVESTMENT ADVISORS, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 169572
- Type: SEC-registered investment adviser
- SEC file number: 801-108305
- Location: 2211 MICHELSON DRIVE, SUITE 620, IRVINE, CA, 92612
- Phone: 949-255-2699
- Latest filing: 2026-03-27
- Regulatory AUM: $5.8B
- Discretionary AUM: $5.8B
- Clients: 16
- Accounts: 7

## Business model

- Compensation: % of AUM, Other
- Clients served: Investment cos

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| [Aida Snjezana Samarzija](https://search.stillhousedata.com/person/664648) | CHIEF COMPLIANCE OFFICER | — |
| [Robert Patterson Jackson](https://search.stillhousedata.com/person/713641) | SENIOR PORTFOLIO MANAGER AND CHIEF INVESTMENT STRATEGIST | — |
| [Kevin Roderick Mckenzie](https://search.stillhousedata.com/person/713642) | PARTNER | — |
| [Stephen Drakeford Ayres](https://search.stillhousedata.com/person/713643) | MANAGING DIRECTOR | — |
| [Michael Anthony Cook](https://search.stillhousedata.com/person/713644) | MANAGING DIRECTOR | — |
| [Tal Joshua Seder](https://search.stillhousedata.com/person/713645) | MANAGING DIRECTOR | — |
| [Anny Hyun-Jung Choe](https://search.stillhousedata.com/person/713646) | CHIEF ADMINISTRATIVE OFFICER AND HEAD OF COMPLIANCE | — |
| [Tony Tan Hoc Trinh](https://search.stillhousedata.com/person/713647) | CHIEF FINANCIAL OFFICER | — |
| [SAMARZIJA AIDA SNJEZANA](https://search.stillhousedata.com/person/806754) | CHIEF COMPLIANCE OFFICER | — |
| [Wilhelms Michael Lawrence](https://search.stillhousedata.com/person/835469) | CHIEF FINANCIAL OFFICER | — |
| [PIERRAT VALERIE YVETTE](https://search.stillhousedata.com/person/837247) | CHIEF COMPLIANCE OFFICER | — |
| [Jackson R Patterson](https://search.stillhousedata.com/person/840011) | MANAGING MEMBER, SENIOR PORTFOLIO MANAGER AND CHIEF INVESTMENT STRATEGIST; SENIOR PORTFOLIO MANAGER AND CHIEF INVESTMENT STRATEGIST | — |
| [Bogler John A](https://search.stillhousedata.com/person/840012) | CHIEF FINANCIAL OFFICER | — |
| [McKenzie Kevin R](https://search.stillhousedata.com/person/840013) | CHIEF INVESTMENT OFFICER | — |
| [BOGLER JOHN ALAN](https://search.stillhousedata.com/person/840991) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF FINANCIAL OFFICER; OWNER | — |
| [MCKENZIE KEVIN RODERICK](https://search.stillhousedata.com/person/840992) | CHIEF INVESTMENT OFFICER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER; PARTNER | — |
| [Adelekan Boyega](https://search.stillhousedata.com/person/846091) | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [Smith Angie Shen](https://search.stillhousedata.com/person/846454) | PRINCIPAL FINANCIAL OFFICER | — |
| [Ayres Stephen Drakeford](https://search.stillhousedata.com/person/853309) | MANAGING DIRECTOR; VICE PRESIDENT | — |
| [BROWNE DAVID MICHAEL](https://search.stillhousedata.com/person/853310) | CHIEF FINANCIAL OFFICER | — |
| [Chen Annie I-hui](https://search.stillhousedata.com/person/870894) | CHIEF COMPLIANCE OFFICER | — |
| [COOK MICHAEL ANTHONY](https://search.stillhousedata.com/person/875933) | MANAGING DIRECTOR | — |
| [SEDER TAL JOSHUA](https://search.stillhousedata.com/person/875934) | MANAGING DIRECTOR | — |


## Private funds (7)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| SABAL STRATEGIC OPPORTUNITIES FUND, LP | Real Estate Fund | Delaware | 27 | $3.6B | $10.0M |
| SIH DEBT OPPORTUNITIES FUND II, L.P. | Real Estate Fund | Delaware | 30 | $821.0M | $10.0M |
| SIH DEBT OPPORTUNITIES FUND III, LP | Real Estate Fund | Delaware | 50 | $704.0M | $10.0M |
| SABAL STRATEGIC OPPORTUNITIES FUND II, LP | Real Estate Fund | Delaware | 50 | $503.4M | $10.0M |
| SIA DEBT OPPORTUNITIES FUND, L.P. | Real Estate Fund | Delaware | 16 | $96.3M | $5.0M |
| SIH LENDING SOLUTIONS FUND LP | Real Estate Fund | Delaware | 16 | $86.7M | $100K |
| SSO II BROADWAY CO-INVEST LLC | Real Estate Fund | Delaware | 3 | $24.0M | $2.0M |


## Fund service providers (2)

- administrator: SS&C TECHNOLOGIES INC. — 6 funds
- administrator: SS&C TECHNOLOGIES INC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169572/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169572/similar
- Related entities: https://search.stillhousedata.com/firm/169572/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169572

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.