AUMdb

Saas Capital, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 298213 · SEC file 801-126369 · Cincinnati, OH · www.saas-capital.com
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
$245M
Discretionary
$245M
Clients
9
Avg AUM / client
$27.2M
Accounts
9
Employees
9

AUM over time

$174M $247M
Jul 11, 2022 Apr 1, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 9 $245M 100.0%

Private funds (7)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $174M combined gross assets

FundTypeDomicileGross assetsOwners
Saas Capital Qp Fund Iv, Lp Other Private Fund Delaware $86.6M 50
Saas Capital Fund Iv, Lp Other Private Fund Delaware $35.5M 99
Saas Capital Fund Iii(b), Lp Other Private Fund Delaware $23.1M 72
Scff Associates Inc Other Private Fund Delaware $9.6M 2
Saas Capital Qp Fund Iii(b), Lp Other Private Fund Delaware $9.6M 1
Saas Capital Fund Iii, Lp Other Private Fund Delaware $7.3M 81
Saas Capital Qp Fund Iii, Lp Other Private Fund Delaware $2.5M 1

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Belcher, Robert, Scribner Manager, Member And President Apr 2018 (8y) 75% or more
Cook, Tobie, Ann Chief Financial Officer And Chief Compliance Officer Jun 2018 (8y) Less than 5%
Jaffee, Steven, Bayard Manager Apr 2020 (6y) Less than 5%
Lucas, Randall, William Manager Sep 2021 (5y) Less than 5%
Quigley, Stephanie, Fortener Manager Sep 2021 (5y) Less than 5%
Spangler, Robert, Charles Manager Apr 2023 (3y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (7, $174M gross assets)

FundTypeGross assetsMin. investmentOwners
Saas Capital Qp Fund Iv, Lp Other Private Fund $86.6M $500K 50
Saas Capital Fund Iv, Lp Other Private Fund $35.5M $500K 99
Saas Capital Fund Iii(b), Lp Other Private Fund $23.1M $150K 72
Scff Associates Inc Other Private Fund $9.6M $0 2
Saas Capital Qp Fund Iii(b), Lp Other Private Fund $9.6M $150K 1
Saas Capital Fund Iii, Lp Other Private Fund $7.3M $350K 81
Saas Capital Qp Fund Iii, Lp Other Private Fund $2.5M $350K 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2026 3.39 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗