SANDGLASS CAPITAL ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 299418
- Registered since
- January 14, 2020
- Website
- www.sandglasscapital.com
- Custodians
- CITI PRIVATE BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sandglass Capital Advisors LLC operates as an investment manager focused on pooled investment vehicles and institutional mandates. The firm is structured to run hedge funds and private equity vehicles and is registered to carry out commodity pool and commodity trading advisory activities (CPO/CTA), which means its investment toolset can include futures and other derivatives alongside traditional securities. Its client base is primarily institutional, and its compensation model mixes a percentage-of-assets fee with performance-based fees, typical of managers running actively managed funds with incentive alignment for outperformance. Sandglass does not identify as an active ESG investor. As an adviser and sponsor, the firm serves as general partner or managing member for pooled funds it organizes. Its business model centers on portfolio management for pooled vehicles and for businesses or institutions rather than acting as a capital allocator to a broad universe of third-party managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SANDRA SATZ
Chief Financial OfficerCRD 1592015
Contacts
3 of 3ANNE WYNNE
General CounselCRD 5903973
GENNA LOZOVSKY
FounderCRD 6181426
MARIA KELNER
Co-Founder & Senior PartnerCRD 2433850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 200 Park Ave S
- Time zone
- ET (UTC-5)
- Office locations
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