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.
SEC-registered adviser
Sahara Investment Group
Legal name Sahara Investment Group, LLC
Latest filing Aug 25, 2026
First filing on the tape Apr 10, 2026 · 2 filings
SEC status approved since Apr 27, 2026
RAUM
$218M
reported, Item 5.F
Discretionary
24%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$218M
derived; firm RAUM over IAPD count
Employees
15
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$218M as of Aug 25, 2026
Apr 10, 2026$52.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Aug 25, 2026
Apr 10, 20260 then
Employees (5.A)15 as of Aug 25, 2026
Apr 10, 202614 then
Private funds1 as of Aug 25, 2026
Apr 10, 20261 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $218MderivedRAUM 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
- $72.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 24%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 15.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $52.6M, 1 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$51.7M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $52.6M for 1 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.24 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Spyro W Costopoulos | Las Vegas, Nv | Jun 8, 2026 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Talbott Russell Bridges · Coo Partnercontrolsince 03/2026 · owns less than 5%
- Riklis David Hirschfeld · Ceocontrolsince 07/2021 · owns less than 5%
Entity owners
- Hoc, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1 to 3Apr 10, 2026 to Aug 25, 2026
- Employees · 14 to 15Apr 10, 2026 to Aug 25, 2026
- State-registered IARs · 0 to 1Apr 10, 2026 to Aug 25, 2026
- Discretionary RAUM · $52.6M to $51.7MApr 10, 2026 to Aug 25, 2026
- Non-discretionary RAUM · $0 to $166MApr 10, 2026 to Aug 25, 2026
- Pooled vehicle RAUM · $52.6M to $51.7MApr 10, 2026 to Aug 25, 2026
- RAUM · $52.6M to $218MApr 10, 2026 to Aug 25, 2026
Signals
1 dated events
- Sahara Investment Group reported RAUM $218.1M, up 315% from $52.6M (2026-04-10 to 2026-08-25)Aug 25, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/sahara-investment-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- saharainvestmentgroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 702-907-0005reportedpublic record, Form ADV, Aug 25, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $218Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026