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 organized as a limited liability company and is SEC-registered (registration year 2019). Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory snapshot classifies it as “Unclassified” rather than under a standard advisory subtype. Public data indicate a narrow operational profile: Sand Capital is not identified as a capital allocator, does not report active ESG investing, and is not designated as a multi-state adviser. The firm is also not listed as a pension consultant or a related adviser. Several typical disclosure fields — including the firm’s stated business activities, advisory services, client base composition, and fee structure — are not provided in the available profile.

Assets & Accounts

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

  • Ashley Anderson

    Vice PresidentCRD 7447536

  • Tara Levinstein

    CRD 6622023

Unlock 2 more contacts

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