Sands Capital Ventures, LLC

CRD#155517
Investment Advisor Firm

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Learn more about Sands Capital Ventures, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Sands Capital Ventures, LLC operates as a financial advisor firm located in Arlington, Virginia. The company handles $2.7 billion in total assets throughout 28 customer accounts, placing it among the largest firms in the United States by assets under management (AUM). The firm has a large group, including 48 financial advisors. Sands Capital Ventures, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as stocks, bonds and options.

    Sands Capital Ventures, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction decisions for the client's account without requiring client authorization. The advisory firm oversees about $96.3 million in assets for every account. The typical financial advisor at Sands Capital Ventures, LLC administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.

    The firm's central office is located at 1000 Wilson Boulevard, Arlington, Virginia 22209. Sands Capital Ventures, LLC is registered to provide services to clients across 34 U.S. states and territories.

    Assets Under Management

    $2.7 billion

    Number of Advisors

    48

    Disclosures

    No

    Office Location

    1000 Wilson Boulevard
    Arlington, VA 22209

    Sands Capital Ventures, LLC by the Numbers

    Total Assets Under Management

    $2.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    105

    National Average: 64
    Total Number of Accounts

    28

    National Average: 375,227
    Average Account Size

    $96.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually vary depending on which services are provided. However, fee types billed by Sands Capital Ventures, LLC can be comprised of some combination of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The company works with pooled investment vehicles. Out of its 28 accounts, Sands Capital Ventures, LLC's largest client group is pooled investment vehicles. About 30% of its accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * 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 Ventures, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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