Sandbar Asset Management LLP is a large advisory firm based in London, England. It manages $603.85 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.
Sandbar Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sandbar Asset Management LLP is $603.85 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 172% since the beginning of its operation, and $89.81 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sandbar Asset Management LLP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Sandbar Asset Management is pooled investment vehicles with 4 clients and $603.85 million of assets under management. Among the 11 most similar advisory firms, Sandbar Asset Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $603.85 million for 4 clients. 50% of the firm’s clients are foreign persons or businesses.
Sandbar Asset Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 12 people that are either part- or full-time employees. 58 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.
Nicolas Matias Green joined the executive team most recently as the Head Of Trading.
The principal office where Sandbar Asset Management LLP performs its advisory services is located at Warnford Court, London, England, Ec2 N 2 At, 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 44(0) 203 405 4992. The normal business hours are 06:30 - 18:30 on Monday - Friday. You can find more information about the New York firm at sandbaram.com and its LinkedIn profile.