SANDERLING MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
162520
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Sanderling Management Company, LLC is an SEC-registered limited liability company that has been on the SEC roster since 2012. The firm is individually owned and is organized to sponsor and manage pooled investment vehicles; regulatory filings identify roles such as general partner and managing member of funds. Sanderling does not report itself as a capital allocator to third‑party managers, it does not identify as an active ESG investor, and it does not list multi‑state adviser status or pension consulting among its activities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • FREDERICK MIDDLETON

    Managing DirectorCRD 6048174

  • TIMOTHY MILLS

    Managing DirectorCRD 6048162

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1900 S Norfolk St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth