SANDLER CAPITAL MANAGEMENT

RIASEC RegisteredEst. 1988
Total AUM
$395M
Discretionary
$395M
100% of AUM
Avg account
$35.9M
Accounts
11
Employees
17
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
109856
Registered since
January 4, 1988
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sandler Capital Management is a partnership that has been SEC-registered since 1988 and serves primarily institutional clients. The firm operates as a multifaceted fund manager with activities spanning hedge fund and private equity strategies, and it conducts portfolio management for pooled investment vehicles. It also functions as a sponsor, general partner and managing member of pooled vehicles and carries CPO/CTA responsibilities. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm identifies as an active ESG investor, incorporating environmental, social or governance considerations into its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • STACEY SEEWALD

    Managing Director, Chief Compliance OfficerCRD 4518316

Contacts

3 of 9
  • DOUGLAS SCHIMMEL

    Managing Director & Portfolio ManagerCRD 1915361

  • BRENT BENKOVIC

    Managing DirectorCRD 3023578

  • ANDREW SANDLER

    Managing Director & Portfolio ManagerCRD 2181686

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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ETF holdings

1 of 3

Active vs passive

$3.1M in ETFs

Passive

100%

$3.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV)State StreetPassiveHealth$1M7,13433.33%

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
711 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth