Sanders Capital, LLC is a large advisory firm based in New York. It manages $27.76 billion of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2009.
Sanders Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as sanders capital all asset value fund, l.p..
The assets under management (AUM) of Sanders Capital, LLC is $27.76 billion. The firm's AUM has grown by 773% since the beginning of its operation, and $13.16 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sanders Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of Sanders Capital is pension and profit sharing plans with 33 clients and $8.5 billion of assets under management. Among the 6 most similar advisory firms, Sanders Capital has the 3rd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $25.04 billion for 78 clients. 54% of the firm’s clients are foreign persons or businesses.
Sanders Capital also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 19 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sanders Capital, LLC performs its advisory services is located at 390 Park Avenue, New York, NY 10022 4608, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-291-7900 or by fax 212-291-7967. The normal business hours are 9:00 a.m. -5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sanderscapital.com.