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Sandelman Partners, LP (New York)


Sandelman Partners, LP is a large advisory firm based in New York. It manages $699.75 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Sandelman Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sandelman Partners: assets under management

The assets under management (AUM) of Sandelman Partners, LP is $699.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $699.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.98 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sandelman Partners, LP 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jonathan Everett Sandelman Managing member 1 Jan 2005 75% - 100% 1221750

Based in New York

The principal office where Sandelman Partners, LP performs its advisory services is located at 500 Park Avenue, New York, NY 10022, 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 212-299-7600 or by fax 212-299-7666. The normal business hours are 9:00am to 6:00pm on Monday - Friday.


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