SANDS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2005

Total AUM

$44.3B

Discretionary

$44.3B

100% of AUM

Avg account

$162M

Accounts

274

Employees

182

Advisory reps

Firm details

Headquarters: ARLINGTON, Virginia
CRD number: 137610
Registered since: November 4, 2005
Website: sandscapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles38.62%
Investment Companies19.03%
State / Municipal Government13.24%
Pension & Profit Sharing Plans7.96%
Charitable Organizations7.91%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sands Capital Management, LLC is an SEC‑registered investment adviser organized as an LLC and active since 2005. The firm manages portfolios for both individual and family clients as well as institutional investors, providing portfolio management across separate accounts, pooled investment vehicles and investment companies. Sands charges asset‑based fees and also employs performance‑based fee arrangements. It operates as a commodity pool operator/CTA in addition to serving as sponsor, general partner or managing member for pooled vehicles. The firm identifies itself as an active ESG investor and was listed among CNBC’s Top 100 Financial Advisory Firms in 2019 and 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

DANA MCNAMARA
Executive Managing Director, Chief Administrative OfficerCRD 2999502
FRANK SANDS
Chief Investment Officer And Chief Executive OfficerCRD 2843986
ALEXANDRA FULK
Chief Compliance OfficerCRD 6229657