Sanders Capital, LLC

RIASEC Registered

Total AUM

$122B

Discretionary

$122B

100% of AUM

Avg account

$1.1B

Accounts

110

Employees

Advisory reps

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 an SEC-registered investment adviser (registration since 2009) that operates with a hedge-fund orientation and serves primarily institutional clients. The firm charges both a percentage-of-AUM fee and performance-based fees and runs pooled vehicles, including hedge funds. It also performs functions typical of commodity pool operators/commodity trading advisers and acts as a financial product salesperson. Sanders Capital identifies as an active ESG investor and its advisory activities explicitly include portfolio management for investment companies, pooled investment vehicles and institutional or business clients. Ownership is listed as individual, and the firm appears to sponsor and manage pooled vehicles as part of its business model.