Sali Fund Services

Overview

Sali Fund Services is an SEC registered investment adviser based in Austin, TX, registered since 2003. It reports $46B in assets under management across 335 accounts, with 79 employees. It has 1 investment adviser representatives.

Reported AUM

$46B

Discretionary

100%

Accounts

335

Average account

$137M

Employees

79

Advisory reps

1

Registered since

2003

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Insurance Companies
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 6

• Cameron Jay Vail Managing Director CRD 7281536
• Chi Chang Chief Compliance Officer, General Counsel CRD 6769558
• Gregory William Bellush Chief Financial Officer CRD 6872354

3 more executive officers, with direct contact details

Advisory reps 1 of 1

• Thomas Albert Nieman Investment Adviser Rep CRD 5062207

Location

Headquarters

6850 Austin Center Blvd Ste 300
Austin, TX 78731

County

Travis

Metro area

Austin-Round Rock-Georgetown, TX

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: saliportal.com

Every state, with registration dates

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