Sanders Capital, LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 151480
- Registered since
- October 12, 2009
- Website
- www.sanderscapital.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, JPMORGAN BANK, PRIVATE BANKING - INVESTMENT
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans33.9%
- Sovereign Wealth Funds28.37%
- Pooled Investment Vehicles16.79%
- Investment Companies14.57%
- Charitable Organizations4%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sanders Capital, LLC is a privately owned, SEC‑registered investment firm operating as a hedge fund and serving primarily institutional clients. The adviser has been registered since 2009 and combines percentage‑of‑AUM and performance fee structures. Its regulatory profile lists activity as a commodity pool operator/commodity trading adviser (CPO/CTA) and as a seller of other financial products, and it performs portfolio management for investment companies, pooled vehicles, and institutional/business accounts. The firm also identifies as an active ESG investor. The firm functions in roles beyond pure advisory: it sponsors and acts as a general partner or managing member of pooled vehicles and maintains affiliations consistent with managers that both run proprietary strategies and place capital with third‑party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3
Michael Borgia
CFOCRD 1054864
Lewis Sanders
Founder & CEOCRD 410202
John Mahedy
Co-CIOCRD 1950966
Contacts
3 of 3
James D'sidocky
General Counsel & CCOCRD 5702071
Alex Shabshis
Director of Quantitative AnalysisCRD 5732393
Frank Speno
Director of MarketingCRD 1715714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$2.7B in ETFs
100%
$2.7B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.9B | 2,923,008 | 71.72% |
Location
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 777 S Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Elliott Investment Management L.P.
RIAWest Palm Beach, FL
SMArtX Advisory Solutions
RIAWest Palm Beach, FL
Intech
RIAWest Palm Beach, FL
Comvest Credit Advisors, LLC
RIAWest Palm Beach, FL
Gramercy Funds Management LLC
RIAWest Palm Beach, FL
Prospect Capital Management L.P.
RIAWest Palm Beach, FL