Sands Capital Management
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-1 YoYRank #753 of mapped providers
Assets under administration$61.3B0.1%Market share · rank #252
Fees received$10MMedian $176,138/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Sands Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Sands Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 18 | $162,633 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 3 | $185,416 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $2,562,000 |
Competitor overlap
Percent of Sands Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Sands Capital Management.
| Sponsor | From | Assets |
|---|---|---|
AMGEN INC.CA · 953540776-001 | Vulcan Value Partners LLC | $7.7B |
AMGEN MANUFACTURING LIMITED LLCPR · 980210484-001 | Vulcan Value Partners LLC | $780M |
Plans lost in 2024
Appeared last year under Sands Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | William Blair | $7.9B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | BlackRock | $4.7B |
PITCAIRN COMPANYPA · 231209830-002 | Parametric Portfolio Associates | $37M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $2M | 10y | - |
AMGEN INC.CA · 953540776-001 | $7.7B | 22,645 | $314,382 | 8y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $185,416 | 10y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $3M | 5y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $1M | 10y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-001 | $4.1B | 32,548 | $1M | 9y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $652,000 | 5y | - |
BATTELLE ENERGY ALLIANCE, LLCID · 680588324-002 | $2.1B | 7,462 | $293,751 | 9y | - |
NAVY FEDERAL CREDIT UNIONVA · 530116705-001 | $2.1B | 24,268 | $208,387 | 10y | - |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | $1.1B | 4,420 | $384,571 | 10y | - |
Flag exposure
90.9%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Sands Capital Management.
- SANDS CAPITAL
- SANDS CAPITAL MANAGEMENT
- SANDS CAPITAL MANAGEMENT LLC
- SANDS CAPITAL MANAGEMENT, INC
- SANDS CAPITAL MANAGEMENT, INC.
- SANDS CAPITAL MANAGEMENT, LLC
- SANDS CAPITAL MANAGEMENT,LLC
- SANDS CAPITAL MANAGMENT, LLC
- SANDS CAPITAL MGMT LLC
- SANDS CAPITAL MGMT, LLC
- SANDS CAPTIAL MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Sands Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Sands Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Sands Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baum Sigman Auerbach & Neuman, Ltd. | 2 | 9.1% |
| Stoel Rives LLP | 2 | 9.1% |
| ALSTON & BIRD LLP | 1 | 4.5% |
| Barlow Coughran Morales & Josephson | 1 | 4.5% |
| DLA Piper | 1 | 4.5% |
| Feinberg Dumont & Brennan | 1 | 4.5% |
| Kirton McConkie | 1 | 4.5% |
| Kraw & Kraw Law Group | 1 | 4.5% |
| Littler Mendelson, P.C. | 1 | 4.5% |
| Morgan Lewis & Bockius LLP | 1 | 4.5% |