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RIA / WealthRegistered adviserother adviserSEC registeredRAUM over $100B

SANDERS CAPITAL, LLC

CRD 151480

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:3e222674-0804-52b6-ef59-3024569da8e3

Data as of Jul 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 7
On other graphs: 0
Observed: Mar 21, 2012 to Jul 22, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.31 institutional_share=0.68 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $122BItem 5.F on the latest filing (2026-07-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $122B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $122Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 110
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $2.1B
SEC number: 801-70661
CIK: 1508097
CRD: 151480
Filings on the tape: 24
First filed: Mar 21, 2012
Latest filed: Jul 22, 2026
Organised: Limited Liability Company, NY
Website: sanderscapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FRANK DAVID SPENO	n/a	WEST PALM BEACH, FL	2	29	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I	Hedge Fund	$584M	Mar 28, 2024	4	Mar 21, 2012	reported	021-153495
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGED	Hedge Fund	$494M	Mar 28, 2024	13	Mar 21, 2012	reported	021-153495
SANDERS CAPITAL ALL ASSET VALUE FUND - SERIES II TAX MANAGED	Hedge Fund	$364M	Mar 28, 2024	8	Mar 21, 2012	reported	021-153495
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. SERIES II	Hedge Fund	$0	Mar 26, 2020	0	Mar 21, 2012	dropped	021-153495

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BORGIA, MICHAEL, THOMAS	CHIEF FINANCIAL OFFICER, MANAGER, MEMBER	Na	yes	08/2009	Mar 21, 2012	Mar 28, 2024
D'SIDOCKY, JAMES, CHRISTIAN	GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER	Na	yes	01/2023	Jan 11, 2023	Mar 28, 2024
MAHEDY, JOHN, PATRICK	CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER	B	yes	10/2009	Mar 21, 2012	Mar 28, 2024
SANDERS, LEWIS, ALAN	CEO, MANAGER, MEMBER	C	yes	08/2009	Mar 21, 2012	Mar 28, 2024
SHABSHIS, ALEX, (NMN)	DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER	Na	yes	11/2009	Mar 21, 2012	Mar 28, 2024
SPENO, FRANK, DAVID	DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER	A	yes	01/2010	Mar 21, 2012	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SC SPV LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$122B	$122B	26	16	0	3	n/a
2024	Mar 28, 2025	$100B	$100B	26	16	0	3	n/a
2023	Mar 28, 2024	$82B	$82B	25	15	0	3	$1.4B
2022	Mar 31, 2023	$62B	$62B	24	14	0	3	$1.4B
2021	Mar 28, 2022	$77B	$74B	21	14	0	3	$1.6B
2020	Mar 26, 2021	$57B	$54B	19	13	0	3	$1.3B
2019	Mar 26, 2020	$42B	$38B	19	13	0	4	$1.1B
2018	Mar 26, 2019	$28B	$26B	19	13	0	4	$1.1B
2017	Mar 20, 2018	$30B	$29B	18	13	0	4	$1.2B
2016	Mar 23, 2017	$22B	$21B	17	13	n/a	4	$1.0B
2015	Mar 15, 2016	$18B	$17B	18	14	n/a	4	$932M
2014	Mar 19, 2015	$17B	$17B	18	14	n/a	4	$909M
2013	Mar 24, 2014	$16B	$15B	16	13	n/a	4	$911M
2012	Mar 26, 2013	$11B	$10B	15	12	n/a	4	$750M
2011	Mar 21, 2012	$6.4B	$6.3B	n/a	n/a	n/a	4	$670M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$122B	$100B	21.9%	$62B	25.6%	26	26	0	0

Relationships

Advises (4)

→ SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES IPrivate fundHedge Fund, IA
Mar 21, 2012 to presentfactForm ADV
→ SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGEDPrivate fundHedge Fund, IA
Mar 21, 2012 to presentfactForm ADV
→ SANDERS CAPITAL ALL ASSET VALUE FUND - SERIES II TAX MANAGEDPrivate fundHedge Fund, IA
Mar 21, 2012 to presentfactForm ADV
→ SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. SERIES IIPrivate fundHedge Fund, IA, no longer reported
Mar 21, 2012 to Mar 26, 2020factForm ADV

Registered with (1)

← FRANK DAVID SPENOAdvisorregistration: current employment
Oct 31, 2023 to presentfactForm ADV

Controls (6)

← BORGIA, MICHAEL, THOMASOwnerCHIEF FINANCIAL OFFICER, MANAGER, MEMBER, ownership code NA, individual
Mar 21, 2012 to Mar 28, 2024factForm ADV
← SPENO, FRANK, DAVIDOwnerDIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER, ownership code A, individual
Mar 21, 2012 to Mar 28, 2024factForm ADV
← MAHEDY, JOHN, PATRICKOwnerCO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER, ownership code B, individual
Mar 21, 2012 to Mar 28, 2024factForm ADV
← SANDERS, LEWIS, ALANOwnerCEO, MANAGER, MEMBER, ownership code C, individual
Mar 21, 2012 to Mar 28, 2024factForm ADV
← D'SIDOCKY, JAMES, CHRISTIANOwnerGENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER, ownership code NA, individual
Jan 11, 2023 to Mar 28, 2024factForm ADV
← SHABSHIS, ALEX, (NMN)OwnerDIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER, ownership code NA, individual
Mar 21, 2012 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Sanders Capital, Llc reported RAUM $82.3B, up 33% from $61.7B (2023-10-27 to 2024-03-28)
Form ADVobserved 6 days ago
$20.6B
Occurred
Jan 11, 2023
Control person joined
Christian James D'Sidocky (General Counsel & Chief Compliance Officer) appeared on Schedule A of Sanders Capital, Llc
Form ADVobserved 6 days ago
Occurred
Jan 11, 2023
Control person left
Margo Jean Reid (General Counsel, Chief Compliance Officer, Manager, Member) no longer on Schedule A of Sanders Capital, Llc (listed 2022-03-28, absent 2023-01-11)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Sanders Capital, Llc reported RAUM $77.0B, up 35% from $57.1B (2022-01-05 to 2022-03-28)
Form ADVobserved 6 days ago
$19.9B
Occurred
Mar 26, 2021
Regulatory AUM changed
Sanders Capital, Llc reported RAUM $57.1B, up 36% from $41.9B (2020-03-26 to 2021-03-26)
Form ADVobserved 6 days ago
$15.2B
Occurred
Mar 26, 2020
Regulatory AUM changed
Sanders Capital, Llc reported RAUM $41.9B, up 51% from $27.8B (2019-03-26 to 2020-03-26)
Form ADVobserved 6 days ago
$14.1B
Occurred
Mar 20, 2018
Regulatory AUM changed
Sanders Capital, Llc reported RAUM $30.2B, up 40% from $21.6B (2017-03-23 to 2018-03-20)
Form ADVobserved 6 days ago
$8.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e222674-0804-52b6-ef59-3024569da8e3
First observed: Mar 21, 2012
Last observed: Jul 22, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SANDERS CAPITAL, LLC

CRD 151480

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e222674-0804-52b6-ef59-3024569da8e3

Data as of Jul 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FRANK DAVID SPENO

n/a

WEST PALM BEACH, FL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I

Hedge Fund

$584M

Mar 28, 2024

Mar 21, 2012

reported

021-153495

SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGED

Hedge Fund

$494M

Mar 28, 2024

Mar 21, 2012

reported

021-153495

SANDERS CAPITAL ALL ASSET VALUE FUND - SERIES II TAX MANAGED

Hedge Fund

$364M

Mar 28, 2024

Mar 21, 2012

reported

021-153495

SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. SERIES II

Hedge Fund

Mar 26, 2020

Mar 21, 2012

dropped

021-153495

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BORGIA, MICHAEL, THOMAS

CHIEF FINANCIAL OFFICER, MANAGER, MEMBER

yes

08/2009

Mar 21, 2012

Mar 28, 2024

D'SIDOCKY, JAMES, CHRISTIAN

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER

yes

01/2023

Jan 11, 2023

Mar 28, 2024

MAHEDY, JOHN, PATRICK

CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER

yes

10/2009

Mar 21, 2012

Mar 28, 2024

SANDERS, LEWIS, ALAN

CEO, MANAGER, MEMBER

yes

08/2009

Mar 21, 2012

Mar 28, 2024

SHABSHIS, ALEX, (NMN)

DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER

yes

11/2009

Mar 21, 2012

Mar 28, 2024

SPENO, FRANK, DAVID

DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER

yes

01/2010

Mar 21, 2012

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SC SPV LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$122B

n/a

2024

Mar 28, 2025

$100B

n/a

2023

Mar 28, 2024

$82B

$1.4B

2022

Mar 31, 2023

$62B

$1.4B

2021

Mar 28, 2022

$77B

$74B

$1.6B

2020

Mar 26, 2021

$57B

$54B

$1.3B

2019

Mar 26, 2020

$42B

$38B

$1.1B

2018

Mar 26, 2019

$28B

$26B

$1.1B

2017

Mar 20, 2018

$30B

$29B

$1.2B

2016

Mar 23, 2017

$22B

$21B

n/a

$1.0B

2015

Mar 15, 2016

$18B

$17B

n/a

$932M

2014

Mar 19, 2015

$17B

n/a

$909M

2013

Mar 24, 2014

$16B

$15B

n/a

$911M

2012

Mar 26, 2013

$11B

$10B

n/a

$750M

2011

Mar 21, 2012

$6.4B

$6.3B

n/a

$670M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$122B

$100B

21.9%

$62B

25.6%