{
  "crd_number": 298213,
  "slug": "saas-capital-llc-cincinnati-oh-298213",
  "primary_business_name": "SAAS CAPITAL, LLC",
  "legal_name": "SAAS CAPITAL, LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-10",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 244923385.0,
  "raum_discretionary": 244923385.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 244923385.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "KS",
    "MA",
    "OH",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/SAASCAPITAL",
    "https://linkedin.com/COMPANY/533588",
    "https://saas-capital.com",
    "https://twitter.com/SAASCAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298213",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/saas-capital-llc-cincinnati-oh-298213",
  "display_name": "Saas Capital, LLC",
  "summary": "Saas Capital, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Saas Capital, LLC (CRD 298213): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Saas Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Saas Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Saas Capital, LLC located?",
      "a": "Saas Capital, LLC's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Saas Capital, LLC registered with the SEC or a state?",
      "a": "Saas Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 298213."
    },
    {
      "q": "How much does Saas Capital, LLC manage?",
      "a": "Saas Capital, LLC reports $244,923,385 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Saas Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Saas Capital, LLC: Regulatory assets under management: $185,990,585 in the October 2022 data and $244,923,385 in the October 2026 data, up 32%. Total employees: 7 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Saas Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)."
    },
    {
      "q": "Does Saas Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298213"
    },
    {
      "q": "What changed in Saas Capital, LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Regulatory assets under management went from $183,432,693 to $247,282,326 (+35%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 185990585.0,
      "total_employees": 7,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 177339744.0,
      "total_employees": 7,
      "filing_date": "2023-04-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 174258068.0,
      "total_employees": 8,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 183432693.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 244923385.0,
      "total_employees": 9,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $183,432,693 to $247,282,326 (+35%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/saas-capital-llc-cincinnati-oh-298213.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 244923385.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298213",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}