{
  "crd_number": 168399,
  "slug": "sarsi-llc-168399",
  "primary_business_name": "SARSI, LLC",
  "legal_name": "SARSI, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-08-22",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-06-22",
  "carried_forward": false,
  "raum_total": 46044507.0,
  "raum_discretionary": 46044507.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11029558.0,
      "count": 28
    },
    "high_net_worth_individuals": {
      "raum": 35014949.0,
      "count": 29
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY"
  ],
  "websites": [
    "https://directory.cfainstitute.org",
    "https://facebook.com/pg/sarsillc/posts",
    "https://feeonlynetwork.com",
    "https://google.com",
    "https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/f52a1633-eac5-4401-b401-d682d06a2aeb",
    "https://linkedin.com/in/devapanambur",
    "https://napfa.org",
    "https://plannersearch.org/financial-planner/search/panambur",
    "https://sarsillc.com",
    "https://twitter.com/devapanambur",
    "https://wealthtender.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168399",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/sarsi-llc-168399",
  "display_name": "Sarsi, LLC",
  "summary": "Sarsi, LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.",
  "citation": "AdvisorCensus. Sarsi, LLC (CRD 168399): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sarsi, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sarsi, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Sarsi, LLC registered with the SEC or a state?",
      "a": "Sarsi, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168399."
    },
    {
      "q": "How much does Sarsi, LLC manage?",
      "a": "Sarsi, LLC reports $46,044,507 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Sarsi, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (28)."
    },
    {
      "q": "Does Sarsi, 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168399"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sarsi-llc-168399.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 11029558.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 35014949.0
    }
  ],
  "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/168399",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}