SANDPIPER CAPITAL, LLC

Overview

Sandpiper Capital, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses, with services also extended to business or institutional accounts. The firm charges a percentage-of-assets fee and does not present itself as an ESG-focused manager. Given its scale and client mix, Sandpiper places emphasis on pooled public vehicles and insurance-wrapped products as the primary means to deliver diversified exposure while managing operational and compliance complexity. Investment activity centers on conventional, professionally managed solutions rather than bespoke in-house proprietary strategies. The adviser uses mutual funds and annuities as core building blocks and supplements client portfolios with allocations to third-party private equity funds when appropriate. That mix suggests a tilt toward multi-asset, long-term growth and income objectives for clients who prefer delegated, discretionary management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices