Sand Grove Capital Management Llp
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sand Grove Opportunities Master Fund Ltd master | Hedge Fund | Cayman Islands | $1.1B | 45 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davies, Simon, Alfred Noel | Chief Investment Officer, Founder | Dec 2014 (12y) | ≈ 18.75% – 56.25% via Sand Grove (Cayman) Lp | |
| Groom, Jonathan, William | Chief Operating Officer, Chief Compliance Officer, Member | Mar 2016 (10y) | 5% – 10% | |
| Caplan, Daniel | Chief Executive Officer, Member | Jul 2021 (5y) | 5% – 10% | |
| Barber, Alexander, Stuart | Assistant Portfolio Manager, Member | Aug 2022 (4y) | 5% – 10% | |
| Thomas, Christopher, James | Senior Analyst, Member | Apr 2024 (2y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sand Grove Capital Intermediate Ltd | Member | Dec 2014 | A | 50% – 75% |
| Sand Grove (Cayman) Lp | Shareholder | Dec 2014 | B | ≈ 37.5% – 75% via Sand Grove Capital Intermediate Ltd |
| Sand Grove (Cayman) Gp Ltd | General Partner | Dec 2014 | B | GP / trustee / elected manager of Sand Grove (Cayman) Lp (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Davies, Simon, Alfred Noel: 50% – 75% of Sand Grove (Cayman) Lp × 75% – 100% of Sand Grove Capital Intermediate Ltd × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
- Sand Grove (Cayman) Lp: 75% – 100% of Sand Grove Capital Intermediate Ltd × 50% – 75% direct ≈ 37.5% – 75% 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 (1, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sand Grove Opportunities Master Fund Ltd | Hedge Fund | $1.1B | $5.0M | 45 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 830 KB | 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
Not reported.
Custody
Reported custodians
- Morgan Stanley $55.7M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗