Matthew Justin Saenger
Investment adviser representative at Sunbeam Capital Management, LLC
23 yearsExperience
2 statesRegistered in
$410.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Sunbeam Capital Management, LLCNov 2023 to now
- Steel Grove Capital Advisors, LLCJun 2003 to Nov 2023
- Green Square Capital, LLCJun 2003 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sunbeam Capital Management, LLC
$410.2MAssets managed
47Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4681363
- Firm CRD
- 289723