Sand Capital LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
298343
Registered since
December 10, 2019

Firm profile

FINTRX

Overview

Sand Capital LLC is a limited liability company that registered with the SEC in 2019. Filings list the owner type as a mix of a domestic entity and an individual, and the adviser is classified as unclassified in public records. The firm has not identified itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or as a related adviser. Public filings and the dataset provide minimal information about Sand Capital’s business model, client types, fee schedules, advisory activities or investment approach. Because the firm has not disclosed its investment preferences or manager allocation priorities, it is not possible from available data to characterize strategy, sector focus, or portfolio construction.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Patrick Sweeney

    CEOCRD 3271426

Contacts

3 of 5
  • Suzanne Zacharias

    CCOCRD 4735747

  • Ashley Anderson

    Ashley Anderson

    Vice PresidentCRD 7447536

  • Tara Levinstein

    Tara Levinstein

    CRD 6622023

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
30 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth