Sands Capital Management, LLC

RIASEC RegisteredEst. 2005
Total AUM
$44.3B
Discretionary
$44.3B
100% of AUM
Avg account
$162M
Accounts
274
Employees
182
Advisory reps
9

Firm details

Headquarters
Arlington, Virginia
CRD number
137610
Registered since
November 4, 2005
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles38.62%
  • Investment Companies19.03%
  • State / Municipal Government13.24%
  • Pension & Profit Sharing Plans7.96%
  • Charitable Organizations7.91%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sands Capital Management, LLC is an SEC-registered investment adviser organized as an LLC (registered in 2005) that manages portfolios for both individual/family and institutional clients. The firm charges asset-based fees and can assess performance-based fees. It operates in portfolio management across separate accounts, pooled vehicles and investment companies, and also conducts activities consistent with a CPO/CTA and with roles as sponsor or managing member of pooled investment vehicles. Sands Capital identifies as an active ESG investor and is a related adviser to other entities within its organization. The firm has been recognized in external rankings, appearing on CNBC’s Top 100 Financial Advisory Firms list in both 2019 and 2020. Sands Capital’s business mix implies a focus on concentrated public equity strategies delivered through a combination of discretionary SMAs, pooled funds and private vehicles, along with selective use of alternatives and mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Dana Mcnamara

    Dana Mcnamara

    Executive Managing Director, Chief Administrative OfficerCRD 2999502

  • Frank Sands

    Frank Sands

    Chief Investment Officer And Chief Executive OfficerCRD 2843986

  • Alexandra Fulk

    Alexandra Fulk

    Chief Compliance OfficerCRD 6229657

Contacts

3 of 6
  • Andrew Giordano

    Executive Manager DirectorCRD 4853818

  • Michael Raab

    Michael Raab

    Executive Manager DirectorCRD 5617000

  • Brian Christiansen

    Brian Christiansen

    Executive Manager DirectorCRD 6436950

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.8M in ETFs

Passive

100%

$2.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$2.8M22,200100.00%

Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
1000 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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