Sanders Capital, LLC

RIASEC RegisteredEst. 2009

Total AUM

$122B

Discretionary

$122B

100% of AUM

Avg account

$1.1B

Accounts

110

Employees

26

Advisory reps

6

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

FINTRX

Overview

Sanders Capital, LLC is a privately owned, SEC-registered investment manager that operates with a hedge-fund orientation and serves primarily institutional clients. The firm has been registered since 2009 and charges a combination of asset-based fees and performance fees. Its advisory services include portfolio management for investment companies, pooled investment vehicles, and institutional/business clients. The firm also engages in commodity pool/commodity trading advisor activities and acts as a salesperson for other financial products. Sanders Capital identifies as an active ESG investor and lists its owner type as individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$2.2B in ETFs

Passive

100%

$2.2B

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$1.5B	2,036,906	69.85%

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Primary office

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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