SANDGLASS CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2020
Total AUM
$874M
Discretionary
$874M
100% of AUM
Avg account
$87.4M
Accounts
10
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
299418
Registered since
January 14, 2020
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sandglass Capital Advisors LLC operates as an investment manager focused on pooled investment vehicles and institutional mandates. The firm is structured to run hedge funds and private equity vehicles and is registered to carry out commodity pool and commodity trading advisory activities (CPO/CTA), which means its investment toolset can include futures and other derivatives alongside traditional securities. Its client base is primarily institutional, and its compensation model mixes a percentage-of-assets fee with performance-based fees, typical of managers running actively managed funds with incentive alignment for outperformance. Sandglass does not identify as an active ESG investor. As an adviser and sponsor, the firm serves as general partner or managing member for pooled funds it organizes. Its business model centers on portfolio management for pooled vehicles and for businesses or institutions rather than acting as a capital allocator to a broad universe of third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SANDRA SATZ

    Chief Financial OfficerCRD 1592015

Contacts

3 of 3
  • ANNE WYNNE

    General CounselCRD 5903973

  • GENNA LOZOVSKY

    FounderCRD 6181426

  • MARIA KELNER

    Co-Founder & Senior PartnerCRD 2433850

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
200 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth