# Sandglass Capital Advisors LLC

> Sandglass Capital Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 299418
- Filed as: SANDGLASS CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299418
- AdvisorCensus page: https://advisorcensus.com/firm/sandglass-capital-advisors-llc-new-york-ny-299418

## Quick answers

**How is Sandglass Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sandglass Capital Advisors 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.

**Where is Sandglass Capital Advisors LLC located?**
Sandglass Capital Advisors LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Sandglass Capital Advisors LLC registered with the SEC or a state?**
Sandglass Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 299418.

**How much does Sandglass Capital Advisors LLC manage?**
Sandglass Capital Advisors LLC reports $873,735,436 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Sandglass Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Sandglass Capital Advisors LLC: Regulatory assets under management: $360,538,556 in the October 2021 data and $873,735,436 in the October 2026 data, up 142%. Total employees: 8 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sandglass Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Sandglass Capital Advisors LLC report any disciplinary disclosures?**
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/299418

**What changed in Sandglass Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 16. Regulatory assets under management went from $669,410,571 to $873,735,436 (+31%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $873,735,436
- Discretionary: $873,735,436
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $873,735,436 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 16 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dubai
- London

### Websites listed on Form ADV (Item 1.I)
- [sandglasscapital.com](https://sandglasscapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $360,538,556 | 8 | July 27, 2021 |
| October 2022 | $380,582,300 | 10 | July 6, 2022 |
| October 2023 | $371,311,200 | 10 | May 12, 2023 |
| October 2024 | $414,426,624 | 12 | September 3, 2024 |
| October 2025 | $669,410,571 | 15 | May 6, 2025 |
| October 2026 | $873,735,436 | 16 | March 31, 2026 |

Regulatory assets under management: $360,538,556 in the October 2021 data and $873,735,436 in the October 2026 data, up 142%.
Total employees: 8 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 16.
- Regulatory assets under management went from $669,410,571 to $873,735,436 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sandglass Capital Advisors LLC (CRD 299418): Form ADV filing data as of October 2026.