Sardis Group
Long-Term Credit Investing
Sardis Group is an SEC-registered investment advisor specializing in securitized credit including the residential, commercial, and asset-backed markets.
We manage over $700 million* across separately managed accounts, sub-advised funds, and the Sardis Credit Opportunities Fund (SGSIX), our interval fund strategy. Our platform is designed to serve RIAs, family offices, and institutional allocators seeking access to differentiated credit exposures rooted in research and guided by experience.
We aim to help our clients navigate complexity with frameworks built to perform across decades, not quarters.
*Assets under management as of June 30, 2026. AUM figures are calculated internally and subject to change.
What We Do
Credit Investing Built for Precision and Clarity
We build portfolios with a focus on customization, rigorous analysis, and strong structural protections. Our team actively manages every portfolio from the ground up, combining deep collateral-level underwriting with ongoing surveillance, disciplined trade sourcing and execution, and clearly defined exit criteria. Our process is built to perform across full credit cycles, not just favorable ones.
We offer two primary solutions:
- Separately Managed Accounts
- Custom-tailored portfolios for banks, insurance companies, and institutional investors with client-specific asset exposure, duration, and liquidity requirements. For details on our process and mandate types, visit the Separately Managed Accounts section.
- Sardis Credit Opportunities Fund
- A continuously offered, non-diversified, closed-end interval fund that seeks total return through current income and capital appreciation by investing in a wide array of securitized debt instruments and loans. For fund-specific information including performance, holdings, and literature, visit the Funds section.
Solution I
Solution II · SGSIX
How We Think
Discipline Through Every Cycle
Our process is robust, repeatable, and stress-tested, shaped by top-down investment committee oversight and rigorous scenario analysis. We aim to underwrite positions across a range of outcomes and require resilience in stress cases before committing capital. Capital preservation is a focal point of every decision we make, and our frameworks are designed to adapt to shifting macro regimes.
Who We Serve
Long-Term Credit Partners
We work with investors who think in decades, not quarters and who expect the same discipline from their partners. Our clients include RIAs, family offices, banks, insurance companies, and other institutional investors who value transparency, direct access, and alignment. Whether you’re looking for a differentiated income allocation or a bespoke mandate through an SMA, we operate as an extension of your investment team, with position-level reporting, clear commentary, and direct portfolio manager access.
Why It Matters
Aligned with Investors for the Long Term
Sardis is a principally employee-owned, fee-based advisor. Our investment philosophy is based on safeguarding capital, seeking to generate durable returns, and upholding the trust and responsibilities of investors. We maintain capacity discipline to help preserve the integrity of our strategies, and we keep our reporting transparent because that’s what we’d expect as investors ourselves.
Insights
From the Desk
Market commentary, research notes, and conversations with the portfolio management team — a window into how we think about securitized credit, broader markets, and themes we're watching.
Built to Last.
Connect with us to explore how we can support your long-term credit strategy.
Contact Us