Sandglass Capital Advisors LLC
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Overview
Sandglass Capital Advisors LLC is a financial advisor company headquartered in New York, New York. It manages $353.0 million in assets under management across seven client accounts, placing it among the bigger firms in the nation by assets under management (AUM). The firm has a small group, including 10 financial advisors. Sandglass Capital Advisors LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets such as options, bonds and equities.
Sandglass Capital Advisors LLC manages all of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor makes transaction choices without requiring client approval. Sandglass Capital Advisors LLC supervises an average of $50.4 million for every customer account. An average advisor at Sandglass Capital Advisors LLC manages fewer than one client account, making it one of the most individualized firms in the country.
Sandglass Capital Advisors LLC's main office is at 1133 Broadway, New York, New York 10010. Sandglass Capital Advisors LLC is legally allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sandglass Capital Advisors LLC by the Numbers
$353.0 million
10
7
$50.4 million
Fee Structure
Financial management fees typically depend on which services the firm provides the client. Fees charged by the company can consist of the following fee types: asset-based or performance-based. The company does not provide 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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
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
It caters to pooled investment vehicles and other. Out of its seven customers, Sandglass Capital Advisors LLC's largest client group by number of accounts is pooled investment vehicles. Around 71% of the firm's accounts reside abroad.
- 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
Sandglass Capital Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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