{"url":"https://nivawealth.com/firms/sands-capital-management-137610","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/137610","regulatoryAum":44304791445,"crd":"137610","secFileNumber":"801-64820","legalName":"Sands Capital Management, LLC","displayName":"Sands Capital Management","website":"https://www.sandscapital.com","linkedinUrl":"https://www.linkedin.com/company/sands-capital-management/about/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1000 Wilson BLVD., Suite 3000","city":"Arlington","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22209"},"tradeNames":[],"registration":{"secApproved":"4 November 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":182,"advisory":66,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":44304791445,"discretionaryAccounts":274,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":18,"nonAumClients":21},"clientTypes":[{"label":"Individuals (other than HNW)","clients":55,"regulatoryAum":102727609},{"label":"High-net-worth individuals","clients":37,"regulatoryAum":484137016},{"label":"Banking or thrift institutions","clients":null,"regulatoryAum":62803194},{"label":"Investment companies","clients":10,"regulatoryAum":8432369733},{"label":"Pooled investment vehicles","clients":40,"regulatoryAum":17110585750},{"label":"Pension and profit-sharing plans","clients":24,"regulatoryAum":3525718883},{"label":"Charitable organizations","clients":31,"regulatoryAum":3504679960},{"label":"State or municipal government entities","clients":16,"regulatoryAum":5867657983},{"label":"Insurance companies","clients":null,"regulatoryAum":60900111},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"regulatoryAum":1379837364},{"label":"Corporations and other businesses","clients":47,"regulatoryAum":844557307},{"label":"Other","clients":9,"regulatoryAum":2928816535}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon Corporation","shortName":"The Bank of New York Mellon","location":"New York City, NY","smaAssets":3250541477},{"name":"Northern Trust Corporation","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":6271262001},{"name":"State Street Corporation","shortName":"State Street","location":"Boston, MA","smaAssets":3366349556},{"name":"JP Morgan Chase Bank, National Association","shortName":"J.P. 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Also a member of 2017 Eagle Holdings LLC in the 25% to 50% band and a control person, since January 2020.","parent":"Sands Family Trust, LLC"},{"label":"Frank Sands","detail":"Indirect owner: manager of Sands Family Trust, LLC and a control person, since December 2004. Also trustee of Frank M. Sands, JR. Revocable Trust and a control person, since December 2001. Also manager of X67fsfam 1, LLC and a control person, since March 2022. Also manager of 2017 Eagle Holdings LLC and a control person, since March 2017.","parent":"Sands Family Trust, LLC"},{"label":"X67fshej Trust","detail":"Indirect owner: a member of Sands Family Trust, LLC in the 50% to 75% band and a control person, since December 2023.","parent":"Sands Family Trust, LLC"},{"label":"Sands Family Trust, LLC","detail":"Indirect owner: general partner of Sands Capital Management, LP and a control person, since September 2009.","parent":"Sands Capital Management, LP"},{"label":"X67fsfam 1, LLC","detail":"Indirect owner: a partner of Sands Capital Management, LP in the 25% to 50% band and a control person, since December 2023.","parent":"Sands Capital Management, LP"},{"label":"South Dakota Trust Company, LLC","detail":"Indirect owner: trustee of X67fshej Trust and a control person, since December 2023. Also trustee of X67fseni Trust and a control person, since December 2023.","parent":"X67fshej Trust"},{"label":"2017 Eagle Holdings LLC","detail":"Indirect owner: a member of X67fsfam 1, LLC in the 75% or more band and a control person, since December 2023.","parent":"X67fsfam 1, LLC"},{"label":"X67fseni Trust","detail":"Indirect owner: a member of 2017 Eagle Holdings LLC in the 50% to 75% band and a control person, since December 2023.","parent":"2017 Eagle Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"595 Pacific Avenue","city":"San Francisco"}]},{"state":"New York","offices":1,"addresses":[{"street":"261 Madison Avenue","city":"New York"}]},{"state":"Puerto Rico","offices":1,"addresses":[{"street":"250 Ave Ponce De Leon","city":"San Juan"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"1000 Wilson BLVD., Suite 3000","city":"Arlington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-562-4000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":2},"sources":{"adv1FilingDate":"28 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/137610/PDF/137610.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sands Capital Management have?","answer":"Sands Capital Management has 269 clients and manages $44.3 billion for them, as of July 2026. They include 55 other individuals, 47 corporations and other businesses and 40 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sands Capital Management offer?","answer":"Sands Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sands Capital Management use?","answer":"Sands Capital Management’s separately managed account assets are held at Northern Trust Corporation (Chicago, IL), with $6,271,262,001, State Street Corporation (Boston, MA), with $3,366,349,556, The Bank of New York Mellon Corporation (New York City, NY), with $3,250,541,477 and JP Morgan Chase Bank, National Association (Columbus, OH), with $2,363,738,678. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sands Capital Management have?","answer":"Sands Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 182 employees, and 66 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sands Capital Management invest in?","answer":"At the end of its last fiscal year, Sands Capital Management’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sands Capital Management?","answer":"Sands Capital Management is owned through a chain of holding companies by Frank M. Sands, JR. Revocable Trust and X67fseni Trust. Its direct owner is Sands Capital Management, LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sands Capital Management get paid?","answer":"Sands Capital Management is paid through a percentage of assets under management and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}