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Saddle Road Partners, LLC (Omaha)


Saddle Road Partners, LLC is a large advisory firm based in Omaha. It manages $177.39 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona and Nebraska.

Saddle Road Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Saddle Road Partners: assets under management

The assets under management (AUM) of Saddle Road Partners, LLC is $177.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $177.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.71 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Saddle Road Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Omaha

The principal office where Saddle Road Partners, LLC performs its advisory services is located at 3820 South 176 Th Circle, Omaha, NE 68130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-968-4493 or by fax 402-939-0585. The normal business hours are by appointment only on Monday - Friday.


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