Sands Capital Management, LLC

RIASEC Registered

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 (registered in 2005) that manages portfolios for both individual/family and institutional clients. The firm charges asset-based fees and can assess performance-based fees. It operates in portfolio management across separate accounts, pooled vehicles and investment companies, and also conducts activities consistent with a CPO/CTA and with roles as sponsor or managing member of pooled investment vehicles. Sands Capital identifies as an active ESG investor and is a related adviser to other entities within its organization. The firm has been recognized in external rankings, appearing on CNBC’s Top 100 Financial Advisory Firms list in both 2019 and 2020. Sands Capital’s business mix implies a focus on concentrated public equity strategies delivered through a combination of discretionary SMAs, pooled funds and private vehicles, along with selective use of alternatives and mutual funds.