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CRD#: 298343
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SAND CAPITAL LLC is located at 30 Hudson Yards 83rd Floor, New York, NY 10001 and was first established at New York, Delaware in 07/19/2018. After operating for 7 years, SAND CAPITAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SAND CAPITAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. SAND CAPITAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SAND CAPITAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SAND CAPITAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SAND CAPITAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SAND CAPITAL LLC Comes From

Understanding the Statistics for SAND CAPITAL LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
30 Hudson Yards 83rd Floor, New York, NY 10001
Mailing Address
30 Hudson Yards 83rd Floor, New York, NY 10001
Firm Size
Small
Phone Number
(646) 582-2219
Established
Delaware since 07/19/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
RELATED FUND MANAGEMENT, LLCOWNER156543
EFREM, KATHY KHATINAFINOP3248100
SWEENEY, PATRICKCEO3271426
ZACHARIAS, SUZANNE NMNCCO4735747

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at SAND CAPITAL LLC

SZ

Suzanne Nmn Zacharias

Suzanne Zacharias
RR
CRD#: 4735747
Location:
New York, NY 10001
Company:
SAND CAPITAL LLC
Disclosures:
Experience:
21 years
View Profile
TL

Tara Ann Levinstein

Tara Levinstein
RR
CRD#: 6622023
Location:
New York, NY 10001
Company:
SAND CAPITAL LLC
Disclosures:
Experience:
9 years
View Profile
KS

Kathy Efrem Sipinick

Kathy K Efrem, Kathy Efrem, Kathy Efrem Sipinick
RR
CRD#: 3248100
Location:
New Canaan, CT
Company:
NEAR EARTH, LLC
Disclosures:
Experience:
25 years
View Profile
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