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Senior Portfolio Manager and Chief Investment Strategist · Sabal Investment Advisors, LLC

Robert P. Jackson

CRD 6697510 · Named on Form ADV at one SEC-registered adviser

At a glance

Sabal Investment Advisors, LLC, an SEC-registered private fund adviser based in Irvine, CA with $5.8 billion in regulatory assets, lists Robert P. Jackson on its Form ADV as Senior Portfolio Manager and Chief Investment Strategist, a control person.

Firms and roles

  • Sabal Investment Advisors, LLCSenior Portfolio Manager and Chief Investment StrategistPrivate fund adviser · Irvine, CA · $5.8B in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.