# Sarsi, LLC

> 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.

- CRD: 168399
- Filed as: SARSI, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168399
- AdvisorCensus page: https://advisorcensus.com/firm/sarsi-llc-168399

## Quick answers

**How is Sarsi, LLC compensated?**
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.

**Is Sarsi, LLC registered with the SEC or a state?**
Sarsi, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168399.

**How much does Sarsi, LLC manage?**
Sarsi, LLC reports $46,044,507 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**What types of clients does Sarsi, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (28).

**Does Sarsi, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $46,044,507
- Discretionary: $46,044,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $11,029,558 |
| High net worth individuals | 29 | $35,014,949 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- directory.cfainstitute.org
- feeonlynetwork.com
- google.com
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/f52a1633-eac5-4401-b401-d682d06a2aeb
- napfa.org
- plannersearch.org/financial-planner/search/panambur
- sarsillc.com
- wealthtender.com
- Facebook @sarsillc
- LinkedIn @devapanambur
- X @devapanambur

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sarsi, LLC (CRD 168399): Form ADV filing data as of October 2026.