# Saas Capital, LLC

> 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.

- CRD: 298213
- Filed as: SAAS CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298213
- AdvisorCensus page: https://advisorcensus.com/firm/saas-capital-llc-cincinnati-oh-298213

## Quick answers

**How is Saas Capital, LLC compensated?**
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.

**Where is Saas Capital, LLC located?**
Saas Capital, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Saas Capital, LLC registered with the SEC or a state?**
Saas Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 298213.

**How much does Saas Capital, LLC manage?**
Saas Capital, LLC reports $244,923,385 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Saas Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Saas Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Saas Capital, LLC report any disciplinary disclosures?**
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

**What changed in Saas Capital, LLC's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $183,432,693 to $247,282,326 (+35%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $244,923,385
- Discretionary: $244,923,385
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $244,923,385 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, KS, MA, OH, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- saas-capital.com
- Facebook @SAASCAPITAL
- LinkedIn @533588
- X @SAASCAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 24, 2021 |
| October 2022 | $185,990,585 | 7 | July 11, 2022 |
| October 2023 | $177,339,744 | 7 | April 21, 2023 |
| October 2024 | $174,258,068 | 8 | March 20, 2024 |
| October 2025 | $183,432,693 | 9 | March 31, 2025 |
| October 2026 | $244,923,385 | 9 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $183,432,693 to $247,282,326 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Saas Capital, LLC (CRD 298213): Form ADV filing data as of October 2026.