Boutique Focus. Institutional Infrastructure.
Sardis Group was founded in October 2024 to deliver institutional-quality discipline, transparency, and selectivity to structured mortgage and consumer credit allocations.
Our leadership brings over 90 years of combined structured credit experience, including managing and trading RMBS, CMBS, and ABS portfolios at prior firms. Today we manage over $700 million* across SMAs, sub-advised registered funds, and the Sardis Credit Opportunities Fund (SGSIX).
*Assets under management as of June 30, 2026. AUM figures are calculated internally and subject to change.
Founded
October 2024
Registration
SEC-Registered Investment Adviser
Assets Under Management
$700M+*
Mandates
9 SMAs · 2 Sub-Advised Registered Funds · SGSIX
Structure
Principally Employee-Owned, Family Office-Backed, Fee-Based Investment Advisor
Core Principles
I.
Selective Credit, Not Passive Beta
We target specific opportunities through bottom-up underwriting, not broad index exposures. Every investment is evaluated against our collateral, structure, and pricing framework before it enters a portfolio.
II.
Capital Preservation First
Downside awareness is intended to drive every decision. We model adverse scenarios at the loan and pool level, and aim to invest only where we see resilience in the bear case.
III.
Transparency in Every Position
We strive to provide clear, consistent reporting and full portfolio visibility to enable investors to understand both exposures and decision-making.
IV.
Discipline Through the Cycle
Our Investment Committee process is designed to be repeatable and stress-tested. We don’t shift our framework based on sentiment. We aim to adjust positioning within a consistent methodology built to navigate changing macro regimes.
Why Sardis
01
Deep Domain Expertise
Founded by structured credit veterans who spent their careers managing strategies across bank portfolios, insurance mandates, and public and private fund offerings. Our team has evaluated countless deals across residential, commercial, and consumer credit sectors.
02
Singular Focus on Credit
Unlike diversified platforms that spread resources across many asset classes, Sardis is purpose-built for credit. Our entire team, technology, and process are oriented around underwriting, surveillance, and trade execution in securitized markets.
03
Active Portfolio Construction
We don’t rely on indices or third-party models. Every portfolio is designed to reflect live market dynamics, asset-level fundamental analysis, and the Investment Committee’s current macro view.
04
Alignment with Investor Objectives
We aim to deliver reporting and access designed for allocators who require visibility, control, and cash flow predictability. Motivations are tied to long-term performance and prudent risk stewardship, while protecting strategy integrity.
Our Milestones*
October 2024
Sam Dunlap & Colin McBurnette establish Sardis Group
December 2024
SEC approval, RIA registration
January 2025
First SMA clients onboarded; Sardis Group Holdings capital raise commences
Q1 2025
Sardis Credit Opportunities Fund files with the SEC
Q2 2025
Additional SMA mandates onboarded
Q3 2025
Key senior hires join; firm AUM crosses $400M; SGH capital raise closed
November 2025
Launch of Sardis Credit Opportunities Fund
February 2026
Firm AUM crosses $650M
*Past performance does not guarantee future results.
Built to Last.
Connect with us to explore how we can support your long-term credit strategy.
Contact Us