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Sands Capital Management Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Sands Capital Management, LLC is a fee-only firm based in Arlington, Virginia. The firm works with both individual and institutional clients. It provides its clients with a variety of portfolio management services.

As a fee-only operation, all of Sands Capital's compensation comes from client-paid fees. On the other hand, a fee-based firm would earn both client-paid fees and third-party compensation, like insurance sales commissions.

Sands Capital Management Background

Sands Capital Management was founded in 1992. A parent company, Sands Capital Management, LP holds a majority interest in the investment advisor. Sands Family Trust, LLC, the general partner of the parent company, also has a nominal interest in the firm and serves as the manager.

Sands Capital Management Client Types and Minimum Account Sizes

Sands accepts both individual and institutional clients. More of their individual clients are non-high-net-worth, but high-net-worth clients are also on the rolls. Institutional clients include banking or thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, sovereign wealth funds/foreign official institutions, corporations, non-U.S. pension funds and superannuation funds.

The minimum account size at Sands depends on the strategy used. For the Global Growth strategy and the Emerging Markets Growth strategy, it is $100 million. For all others, it is $50 million.

Services Offered by Sands Capital Management

Services Sands offers include:

  • Investment advisory
  • Investment management
  • Various investment strategies

Sands Capital Management Investment Philosophy

The following strategies are available at Capital Management:

  • Select Growth
  • Select Growth (Wealth Management)
  • Global Growth
  • Global Leaders
  • Emerging Markets Growth
  • Technology Innovators
  • Focus Strategies

Fees Under Sands Capital Management 

The fees at Sands depend on the strategy used. All have a management fee and some also include a performance-based fee. The fee schedules at the firm go as follows:

Select Growth Fee Schedule
AUM Annual Fee
First $50,000,000 0.75%
All over $50,000,000 0.50%


Select Growth (Wealth Management) Fee Schedule
AUM Annual Fee
First $10,000,000 1.00%
Next $40,000,000 0.75%
All over $50,000,000 0.50%


Global Growth Fee Schedule
AUM Annual Fee
First $50,000,000 0.85%
Next $200,000,000 0.65%
Above $250,000,000 0.55%


Global Leaders and Global Shariah Fee Schedule
AUM Annual Fee
First $50,000,000 0.85%
Next $200,000,000 0.65%
All over $250,000,000 0.55%


Emerging Markets Growth and International Growth Fee Schedule
AUM Annual Fee
First $50,000,000 0.85%
Next $200,000,000 0.65%
All over $250,000,000 0.55%


Technology Innovators Fee Schedule
AUM Annual Fee
All Assets 0.50% base fee, plus 20% of the annualized excess return versus a benchmark


Focus Strategies Fee Schedule
AUM Annual Fee
All Assets 0.50% base fee, plus 20% of the annualized excess return versus a benchmark

What to Watch Out For

Sands Capital Management has no disclosures present on its latest SEC-filed Form ADV.

Make sure you are aware of how the fees work if you are investing in a strategy with performance-based fees. Also, note that this firm does not perform financial planning services like estate planning or retirement planning. If you are looking for a financial advisor who will also help you plan your future, this is not the advisor for you.

Opening an Account With Sands Capital Management

Interested in working with Sands? You can send the firm an email or reach out over the phone at (703) 562-4000.

All information is accurate as of the writing of this article. 

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How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research