Sands Capital Management, LLC
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Overview
Sands Capital Management, LLC is an advisory firm headquartered in Arlington, Virginia. It has $38.9 billion in assets under management over 402 client accounts, placing it among the biggest firms in the country by assets under management (AUM). It has a large group, including 70 financial advisors. Sands Capital Management, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, equities and options.
Sands Capital Management, LLC administers all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell choices for the client's account without needing client approval. The advisory firm manages roughly $96.8 million in assets for every account. An average advisor at Sands Capital Management, LLC oversees about six client accounts, making it one of the more personalized financial advisor firms in the country.
The company's central office is located at 1000 Wilson Blvd., Arlington, Virginia 22209. It is registered to provide services to clients across 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sands Capital Management, LLC by the Numbers
$38.9 billion
181
402
$96.8 million
Fee Structure
Financial advisory fees largely depend on which services are provided. Fees billed by the company most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a number of different clients. Sands Capital Management, LLC provides services to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, corporations and other. Out of its 402 clients, Sands Capital Management, LLC's largest client is retail investors, although it also caters to 46 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). About 14% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 11.44%
- Other Individuals - 19.4%
- Corporations - 53.23%
- Charitable Organizations - 15.92%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sands Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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