Sandler Capital Management
- Regulatory AUM
- $395M
- Discretionary
- $395M
- Clients
- 11
- Avg AUM / client
- $35.9M
- Accounts
- 11
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $395M | 100.0% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Amundi Alternative Funds Plc Acting In Respect Of The Amundi Sandler Us Equity Fund | Hedge Fund | Ireland | $689M | 90 |
| Sandler Plus Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $426M | 63 |
| Sandler Plus Domestic Fund, Lp feeder | Hedge Fund | Delaware | $191M | 23 |
| Imap Cayman Scm Lp | Hedge Fund | Cayman Islands | $163M | 1 |
| Sandler Plus Offshore Fund, Ltd. feeder | Hedge Fund | Cayman Islands | $117M | 20 |
| Sandler Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $65.8M | 20 |
| Sandler Associates feeder | Hedge Fund | New York | $45.1M | 19 |
| Managed Fund/Sandler Plus Offshore Fund Limited | Hedge Fund | Jersey | $42.1M | 6 |
| Sandler Plus Domestic Fund Ii, Lp feeder | Hedge Fund | Delaware | $21.1M | 20 |
| Sandler Total Return Opportunities Fund, Lp | Hedge Fund | Delaware | $13.9M | 2 |
| Sandler Capital Partners V, L.P. | Private Equity Fund | Delaware | $11.6M | 82 |
| Sandler Offshore Fund, Inc. feeder | Hedge Fund | British Virgin Islands | $11.1M | 1 |
| Sandler Capital Partners V Fte, L.P. | Private Equity Fund | Delaware | $5.3M | 30 |
| Sandler Capital Partners V Germany, L.P. | Private Equity Fund | Delaware | $590K | 1 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marocco, Michael, Joseph | Sole Shareholder | Jan 1993 (34y) | ≈ 7.5% – 25% via Mjdm Corp | |
| Sandler, Andrew, Mark | Managing Director | May 1998 (28y) | ≈ 37.5% – 75% via Alcr Corp | |
| Schimmel, Douglas, Evan | Sole Shareholder | Jan 1999 (28y) | ≈ 3.75% – 10% via Serf Corp | |
| Lewis, Eric, Michael | Managing Director | Jan 2001 (26y) | ≈ 3.75% – 10% via Eml Scm Corp. | |
| Seewald, Stacey, Wruble | Chief Compliance Officer | Jun 2001 (25y) | Less than 5% | |
| Bianco, William, Anthony | Managing Director | Nov 2001 (25y) | Less than 5% | |
| Warshavsky, Steven, Gary | Chief Financial Officer | Feb 2002 (25y) | ≈ 0% – 5% via Srkw Corp. | |
| Benkovic, Brent | Managing Director | Jan 2006 (21y) | Less than 5% | |
| Menza, Vito | Managing Director | Jan 2008 (19y) | ≈ 7.5% – 25% via Vm Scm Corp. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alcr Corp | General Partner | May 1998 | A | 50% – 75% |
| Mjdm Corp | General Partner | Jan 1993 | A | 10% – 25% |
| Vm Scm Corp. | General Partner | Jan 2008 | A | 10% – 25% |
| Serf Corp | General Partner | Jan 1999 | A | 5% – 10% |
| Eml Scm Corp. | General Partner | Jan 2008 | A | 5% – 10% |
| Srkw Corp. | General Partner | Jan 2022 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Marocco, Michael, Joseph: 75% – 100% of Mjdm Corp × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Sandler, Andrew, Mark: 75% – 100% of Alcr Corp × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Schimmel, Douglas, Evan: 75% – 100% of Serf Corp × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Lewis, Eric, Michael: 75% – 100% of Eml Scm Corp. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Warshavsky, Steven, Gary: 75% – 100% of Srkw Corp. × 0% – 5% direct ≈ 0% – 5% of the firm
- Menza, Vito: 75% – 100% of Vm Scm Corp. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Amundi Alternative Funds Plc Acting In Respect Of The Amundi Sandler Us Equity Fund | Hedge Fund | $689M | $10.0K | 90 |
| Sandler Plus Master Fund, Ltd. | Hedge Fund | $426M | $1.0M | 63 |
| Sandler Plus Domestic Fund, Lp | Hedge Fund | $191M | $1.0M | 23 |
| Imap Cayman Scm Lp | Hedge Fund | $163M | $0 | 1 |
| Sandler Plus Offshore Fund, Ltd. | Hedge Fund | $117M | $1.0M | 20 |
| Sandler Master Fund, Ltd. | Hedge Fund | $65.8M | $1.0M | 20 |
| Sandler Associates | Hedge Fund | $45.1M | $1.0M | 19 |
| Managed Fund/Sandler Plus Offshore Fund Limited | Hedge Fund | $42.1M | $100K | 6 |
| Sandler Plus Domestic Fund Ii, Lp | Hedge Fund | $21.1M | $1.0M | 20 |
| Sandler Total Return Opportunities Fund, Lp | Hedge Fund | $13.9M | $1.0M | 2 |
| Sandler Capital Partners V, L.P. | Private Equity Fund | $11.6M | $10.0M | 82 |
| Sandler Offshore Fund, Inc. | Hedge Fund | $11.1M | $2.0M | 1 |
| Sandler Capital Partners V Fte, L.P. | Private Equity Fund | $5.3M | $10.0M | 30 |
| Sandler Capital Partners V Germany, L.P. | Private Equity Fund | $590K | $10.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 3.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Pershing $12.2M (1% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗