Sand Capital LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
298343
Registered since
December 10, 2019

Firm profile

FINTRX

Overview

Sand Capital LLC is a limited liability company that registered with the SEC in 2019. Public records list the firm’s ownership as a combination of a domestic entity and an individual and classify the adviser as "unclassified." Filings indicate the firm is not designated as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not identified as a related adviser. The firm's public profile does not include documented descriptions of its advisory activities, target client segments, or fee schedule.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Patrick Sweeney

    CEOCRD 3271426

Contacts

3 of 5
  • Suzanne Zacharias

    CCOCRD 4735747

  • Kathy Sipinick

    Kathy Sipinick

    Principal Operations OfficerCRD 3248100

  • Peter Weidman

    Peter Weidman

    PartnerCRD 3269540

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
30 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth