Sandbar Asset Management LLP (London, England)

Name: Sandbar Asset Management LLP
Address: Warnford Court, London, England, Ec2 N 2 At
Telephone: 44(0) 203 405 4992

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.

Sandbar Asset Management: assets under management

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 firm manages $603.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.96 million each.

Fees & Commissions

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. 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.

What kind of clients Sandbar Asset Management serves?

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.

Careers at Sandbar Asset Management LLP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sandbar Asset Management (Services) Ltd	Corporate partner	1 Jan 2017	Other	foreign entity
James Mark Mabey	Partner & coo & cco	1 Jan 2017	Other	6919737
Michael John Cowley	Founding partner & chief investment officer	1 Feb 2017	75% - 100%	6919733
Avi Meir David Hoddes	Partner	1 Apr 2017	Other	6919741
Robert James Capp	Partner	1 Apr 2017	Other	6919746
Andreas Mikellides	Partner	1 Apr 2017	Other	6919738
Robert Luke Mcdonald	Partner	1 May 2017	Other	6919743
Paul James Davies	Partner & coo & cco	1 Jan 2018	Other	6919745
James Donal Orme Smith	Chief executive officer	1 Sep 2018	Other	6657796
Nicolas Matias Green	Head of trading	1 Sep 2018	Other	3075156

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Michael John Cowley	Shareholder	1 Jan 2017	75% - 100%	6919733

Based in London, England

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.