{
  "crd_number": 151480,
  "slug": "sanders-capital-llc-west-palm-beach-fl-151480",
  "primary_business_name": "SANDERS CAPITAL, LLC",
  "legal_name": "SANDERS CAPITAL, LLC",
  "dbas": [],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-10-12",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 122179654000.0,
  "raum_discretionary": 122179654000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 26,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 270665000.0,
      "count": null,
      "description": "CHIEF INVESTMENT OFFICE/CEO",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 4885374000.0,
      "count": 21
    },
    "state_municipal": {
      "raum": 145854000.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 1376231000.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 17803633000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 41418606000.0,
      "count": 43
    },
    "pooled_investment_vehicles": {
      "raum": 20512589000.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 1103461000.0,
      "count": null,
      "fewer_than_5": true
    },
    "sovereign_wealth_foreign_official": {
      "raum": 34663241000.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "NE",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/sanderscapital",
    "https://sanderscapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151480",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/sanders-capital-llc-west-palm-beach-fl-151480",
  "display_name": "Sanders Capital, LLC",
  "summary": "Sanders Capital, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Sanders Capital, LLC (CRD 151480): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sanders Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sanders Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Sanders Capital, LLC located?",
      "a": "Sanders Capital, LLC's principal office is in West Palm Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Sanders Capital, LLC registered with the SEC or a state?",
      "a": "Sanders Capital, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151480."
    },
    {
      "q": "How much does Sanders Capital, LLC manage?",
      "a": "Sanders Capital, LLC reports $122,179,654,000 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sanders Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sanders Capital, LLC: Regulatory assets under management: $57,082,394,000 in the October 2021 data and $122,179,654,000 in the October 2026 data, up 114%. Total employees: 19 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sanders Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (43); pooled investment vehicles (other than investment companies and business development companies) (23); charitable organizations (21)."
    },
    {
      "q": "Which custodians does Sanders Capital, LLC use?",
      "a": "Sanders Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan Bank, Private Banking - Investment and State Street Bank & Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sanders Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151480"
    },
    {
      "q": "What changed in Sanders Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name SC SPV LLC. Regulatory assets under management went from $100,243,730,000 to $122,179,654,000 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 57082394000.0,
      "total_employees": 19,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 76961772000.0,
      "total_employees": 21,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 61660253000.0,
      "total_employees": 24,
      "filing_date": "2023-05-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 82252391000.0,
      "total_employees": 25,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 100243730000.0,
      "total_employees": 26,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 122179654000.0,
      "total_employees": 26,
      "filing_date": "2026-07-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name SC SPV LLC.",
        "Regulatory assets under management went from $100,243,730,000 to $122,179,654,000 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JPMorgan Bank",
      "name_as_filed": "JPMORGAN BANK",
      "affiliated": false
    },
    {
      "name": "Private Banking - Investment",
      "name_as_filed": "PRIVATE BANKING - INVESTMENT",
      "affiliated": false
    },
    {
      "name": "State Street Bank & Trust",
      "name_as_filed": "STATE STREET BANK & TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sanders-capital-llc-west-palm-beach-fl-151480.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 17803633000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 20512589000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 41418606000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 4885374000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 145854000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 1376231000.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 13,
      "fewer_than_5": false,
      "raum": 34663241000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1103461000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 270665000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151480",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}