AUMdb

Sands Capital Horizons, Llc

SEC-registered Multi-Family Office · Small ($100M–$1B) CRD 335568 · SEC file 801-132727 · Arlington, VA · www.sandscapital.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$467M
Discretionary
$15.6M
Clients
1
Avg AUM / client
$467M
Accounts
8
Employees
4

AUM over time

$428M $467M
Apr 4, 2025 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals Fewer than 5 clients $443M 94.9%
Pooled investment vehicles (non-investment companies) 1 $15.1M 3.22%
Charitable organizations Fewer than 5 clients $8.8M 1.88%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 2.7 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
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Reported custodians

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: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗