DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

S••• C•••••• M••••••••• L•••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 154362SEC 801-71740websiteIAPD
Latest filing May 29, 2026
First filing on the tape Mar 30, 2012 · 48 filings
SEC status approved since Aug 6, 2010
RAUM
$18B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
67
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$18B as of May 29, 2026
Mar 30, 2012$8.2B then
HNW client RAUM: $39.1M
State-registered IARs (5.B.3)0 as of May 29, 2026
Mar 30, 20120 then
Employees (5.A)67 as of May 29, 2026
Apr 1, 201355 then
Private funds12 as of May 29, 2026
Mar 30, 20125 then
RAUM +7.6% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 29, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$446MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
3.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+7.6%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
Custody
$18B, 41 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$15B84%
  • Investment companies$1.5B8.3%
  • Other investment advisers$809M4.4%
  • State and municipal entities$458M2.5%
  • Pension and profit-sharing plans$101M0.6%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
2reported
Charitable clients
n/areported
Accounts
41reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$18B for 41 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.97 institutional_share=0.03 related_bd=false related_bank=true bd_reps=2.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      28 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      S••• C•••••• M••••• F•••• L•••Hedge Fund$5.2B139Mar 30, 2012
      S••• C•••••• C•••• N•••••• T••• H•••• M••••• F•••• L•••Hedge Fund$2.8B176Nov 28, 2018
      S••• C•••••• R• F•••• L•••Hedge Fund$1.2B2Aug 13, 2019
      S••• C•••••• B••••••• F•••• L•••Hedge Fund$742M1Aug 29, 2022
      S••• C•••••• C•• O••••••••• 2• L•••Hedge Fund$686M9Nov 29, 2016
      S••• C•••••• T••• H•••• M••••• F•••• L•••no longer reportedHedge Fund$603M9Mar 30, 2012
      S••• C•••••• A•••••• M••••• F•••• L•••Hedge Fund$435M2Feb 28, 2024
      S••• C•••••• L•••••••• M••••• F•••• L•••no longer reportedHedge Fund$413M17Mar 30, 2012
      S••• C•••••• S••• O••••••••• L•••no longer reportedHedge Fund$379M36May 25, 2021
      S••• I• A••• L••no longer reportedHedge Fund$332M3Mar 31, 2015
      S••• C•••••• W• F•••• L•••Hedge Fund$319M1Nov 25, 2020
      S••• C•••••• C••••• B•••• O••••••••• M••••• F•••• L•••no longer reportedHedge Fund$274M47Aug 28, 2020
      S••• C•••••• C•• S•••••• O••••••••• M••••• F••• 1• L••Hedge Fund$197M16Aug 28, 2023
      S••• C•••••• M•••••• F••• L••Hedge Fund$155M1Aug 28, 2023
      S••• C•••••• P••••••• •••••••• L•••no longer reportedHedge Fund$130M8Nov 28, 2012
      S••• C•••••• C•• S•••••• O••••••••• M••••• F••• 2• L•••Hedge Fund$81.9M7Feb 28, 2024
      S••• C•••••• M••••• F••• I•• L•••Hedge Fund$80.0M3Mar 30, 2012
      S••• S••• F••• L••no longer reportedHedge Fund$65.0M20Apr 1, 2013
      S••• C•••••• C•• O••••••••• 1• L•••Hedge Fund$21.5M9Mar 30, 2016
      S••• C•••••• I•••• T••••••• L•••no longer reportedHedge Fund$20.5M7Aug 25, 2016
      S••• C•••••• S•••••• O••••••••• F•••• L•••Hedge Fund$15.3M9Feb 25, 2019
      S••• C•••••• M••••• F••• I••• L•••Hedge Fund$14.5M3Aug 28, 2020
      S••• C•••••• C•• O••••••••• 3• L•••Hedge Fund$7.6M9Aug 28, 2020
      S••• C•••••• S••••• L•• S••••• 1•no longer reportedHedge Fund$150,1550Mar 31, 2015
      S••• C•••••• C•• • I• L•no longer reportedPrivate Equity Fund$00Mar 30, 2020
      S••• C•••••• C•• S•••••• O••••••••• O•••••• F••• 1• L•no longer reportedHedge Fund$03May 29, 2023
      S••• C•••••• T••• H•••• M••••• U••• T••••no longer reportedHedge Fund$01Mar 30, 2012
      S••• C•••••• C•• F•••• L•••no longer reportedHedge Fund$00Mar 30, 2020
      Owners and control persons
      Schedule A and B, latest filing
      • D• A•••••• M••••••• D• · Partner, Chief Operating Officer, General Counsel (S••• Capital Management, LP)control
        since 11/2015 · owns less than 5%
      • H••• D•••• · Chief Compliance Officer (S••• Capital Management, LP)control
        since 11/2024 · owns less than 5%
      • K•••••••• P•••• C•••••• · Partner (S••• Capital Management, LP)control
        since 03/2022 · owns 5% to 10%
      • K••••••••• A•••••• M•••••• · Partner, Head Of Investor Relations (S••• Capital Management, LP)control
        since 04/2018 · owns less than 5%
      • R••••• X•••••• A•••••• · Partner (S••• Capital Management, LP)control
        since 12/2018 · owns 5% to 10%
      • S••••• N••••• •••• · Partner, Chief Financial Officer (S••• Capital Management, LP)control
        since 12/2018 · owns less than 5%
      • W••••••••• B•••• R••••• · Cio, Partner, Founder (S••• Capital Management, LP)control
        since 03/2009 · owns 50% to 75%
      • W••••••••• P••••• · Partner (S••• Capital Management, LP)control
        since 01/2011 · owns 5% to 10%
      • W••••••••• B•••• R••••• · Managing Membercontrol
        since 03/2009 · owns 75% or more of S••• C•••••• M••••••••• G•• L••
      Entity owners
      • S••• C•••••• M••••••••• G•• L•• · General Partner (S••• Capital Management, LP)
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • S••• C•••••• I•• L••
        pooled vehicle sponsorn
      • S••• C•••••• I••• L••
        pooled vehicle sponsorn
      • S••• C•••••• M••••••••• G•• L••
        pooled vehicle sponsory
      • S••• C••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • London, United Kingdom1 employees
      What changed
      consecutive filings, newest first
      • Private funds · 15 to 12
        Mar 31, 2026 to May 29, 2026
      • Accounts · 39 to 41
        Feb 25, 2026 to Mar 31, 2026
      • Advisory employees · 19 to 17
        Feb 25, 2026 to Mar 31, 2026
      • BD registered reps · 3 to 2
        Feb 25, 2026 to Mar 31, 2026
      • Corporate clients · 1.0 to unset
        Feb 25, 2026 to Mar 31, 2026
      • Pension plan clients · unset to 2.0
        Feb 25, 2026 to Mar 31, 2026
      • Pooled vehicle clients · 28 to 30
        Feb 25, 2026 to Mar 31, 2026
      • Assets in custody · $17B to $18B
        Feb 25, 2026 to Mar 31, 2026
      • Employees · 58 to 67
        Feb 25, 2026 to Mar 31, 2026
      • Discretionary RAUM · $17B to $18B
        Feb 25, 2026 to Mar 31, 2026
      • Pension RAUM · unset to 101049715.0
        Feb 25, 2026 to Mar 31, 2026
      • Pooled vehicle RAUM · $14B to $15B
        Feb 25, 2026 to Mar 31, 2026
      • RAUM · $17B to $18B
        Feb 25, 2026 to Mar 31, 2026
      • Private funds · 14 to 15
        Aug 29, 2025 to Feb 25, 2026
      • Private funds · 13 to 14
        Mar 31, 2025 to Aug 29, 2025
      • Accounts · 37 to 39
        Nov 12, 2024 to Mar 31, 2025
      • BD registered reps · 2 to 3
        Nov 12, 2024 to Mar 31, 2025
      • Pension plan clients · 1.0 to unset
        Nov 12, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 29 to 28
        Nov 12, 2024 to Mar 31, 2025
      • Assets in custody · $13B to $17B
        Nov 12, 2024 to Mar 31, 2025
      • Employees · 52 to 58
        Nov 12, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Nov 12, 2024 to Mar 31, 2025
      • Discretionary RAUM · $13B to $17B
        Nov 12, 2024 to Mar 31, 2025
      • Pension RAUM · 1929741.0 to unset
        Nov 12, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $12B to $14B
        Nov 12, 2024 to Mar 31, 2025
      • RAUM · $13B to $17B
        Nov 12, 2024 to Mar 31, 2025
      • Private funds · 14 to 13
        Mar 28, 2024 to May 23, 2024
      • Accounts · 30 to 37
        Feb 28, 2024 to Mar 28, 2024
      • Advisory employees · 14 to 19
        Feb 28, 2024 to Mar 28, 2024
      • Pooled vehicle clients · 22 to 29
        Feb 28, 2024 to Mar 28, 2024
      • Assets in custody · $8.5B to $13B
        Feb 28, 2024 to Mar 28, 2024
      • Employees · 41 to 52
        Feb 28, 2024 to Mar 28, 2024
      • Private funds · 15 to 14
        Feb 28, 2024 to Mar 28, 2024
      • Discretionary RAUM · $9.7B to $13B
        Feb 28, 2024 to Mar 28, 2024
      • Pension RAUM · $8.4M to $1.9M
        Feb 28, 2024 to Mar 28, 2024
      • Pooled vehicle RAUM · $8.5B to $12B
        Feb 28, 2024 to Mar 28, 2024
      • RAUM · $9.7B to $13B
        Feb 28, 2024 to Mar 28, 2024
      • Private funds · 13 to 15
        Dec 1, 2023 to Feb 28, 2024
      • Other offices · 0 to 1
        Aug 28, 2023 to Sep 26, 2023
      • Private funds · 12 to 13
        May 29, 2023 to Aug 28, 2023
      Signals
      8 dated events
      • S••• C•••••• M••••••••• L••• reported RAUM $17.0B, up 27% from $13.4B (2024-11-12 to 2025-03-31)
        Mar 31, 2025 · RAUM change · derived
      • David Han (Chief Compliance Officer (Saba Capital Management, Lp)) appeared on Schedule A of S••• C•••••• M••••••••• L•••
        Nov 12, 2024 · Control person joined · fact
      • Charles Paul Kazarian (Partner (Saba Capital Management, Lp)) appeared on Schedule A of S••• C•••••• M••••••••• L•••
        Mar 28, 2024 · Control person joined · fact
      • S••• C•••••• M••••••••• L••• reported RAUM $13.4B, up 38% from $9.7B (2024-02-28 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • S••• C•••••• M••••••••• L••• reported RAUM $9.7B, up 64% from $5.9B (2021-05-25 to 2022-03-30)
        Mar 30, 2022 · RAUM change · derived
      • S••• C•••••• M••••••••• L••• reported RAUM $5.9B, up 75% from $3.4B (2020-11-25 to 2021-03-30)
        Mar 30, 2021 · RAUM change · derived
      • Marcel Jeremy Benkiewicz (Partner (Saba Capital Management, Lp)) no longer on Schedule A of S••• C•••••• M••••••••• L••• (listed 2019-08-13, absent 2020-03-30)
        Mar 30, 2020 · Control person left · inference
      • Anthony Cameron Hillyer (Partner, Chief Operating Officer (Saba Capital Management, Lp)) no longer on Schedule A of S••• C•••••• M••••••••• L••• (listed 2018-11-28, absent 2019-02-25)
        Feb 25, 2019 · Control person left · inference
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/saba-capital-management-l-p-reportedpublic record, Form ADV, Sep 19, 2026
      Website
      s••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      212-542-3610reportedpublic record, Form ADV, May 29, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026