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 3MICHAEL BORGIA
CFOCRD 1054864
LEWIS SANDERS
Founder & CEOCRD 410202
JOHN MAHEDY
Co-CIOCRD 1950966
Contacts
3 of 3JAMES 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
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