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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

SANDGLASS CAPITAL ADVISORS LLC

CRD 299418

NEW YORK, NY

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:c9f027c4-1f74-a548-b16e-c8572883e4ac

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 2
Observed: Mar 30, 2020 to Mar 31, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sandglass Capital Advisors LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Sandglass Capital Advisors LLC

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $874MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $874M
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: 0
Employees: 16
Advisory employees: 16
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 10
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $841M
Relying advisers: 2
SEC number: 801-118603
CRD: 299418
Filings on the tape: 14
First filed: Mar 30, 2020
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: sandglasscapital.com

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
SANDGLASS OPPORTUNITY FUND L.P.	Hedge Fund	$284M	Oct 16, 2024	25	Apr 19, 2013	reported	021-291433
SANDGLASS SELECT FUND, L.P.	Private Equity Fund	$70.0M	Oct 16, 2024	2	Mar 30, 2020	reported	021-380532
SANDGLASS PETRUS OPPORTUNITY FUND, L.P.	Hedge Fund	$36.5M	Oct 16, 2024	1	Mar 29, 2019	reported	n/a
SANDGLASS SELECT FUND II, L.P.	Private Equity Fund	$0	Oct 16, 2024	0	Mar 28, 2024	reported	021-502613

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
GBML HOLDINGS, INC.	Shareholder	E	yes	03/2022	Mar 31, 2022	Oct 16, 2024
KELNER, MARIA, MICHELLE	VICE PRESIDENT	Na	yes	02/2013	Mar 30, 2020	Oct 16, 2024
LOZOVSKY, GENNA	Shareholder	E	yes	02/2013	Mar 30, 2020	Oct 16, 2024
LOZOVSKY, GENNA	Director	Na	yes	02/2013	Mar 30, 2020	Oct 16, 2024
SANDGLASS CAPITAL MANAGEMENT	Member	E	yes	01/2022	Mar 30, 2020	Oct 16, 2024
SATZ, SANDRA, RENEE	CHIEF FINANCIAL OFFICER	Na	yes	10/2021	Nov 4, 2021	Oct 16, 2024
WYNNE, ANNE, THERESE	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	10/2024	Oct 16, 2024	Oct 16, 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
SANDGLASS CAPITAL SELECT II GP LP	n/a	n/a	n/a	N	yes	n/a
SANDGLASS CAPITAL SELECT LIMITED	n/a	n/a	n/a	N	yes	n/a
SANDGLASS OPPORTUNITY GENERAL PARTNER LTD.	n/a	n/a	n/a	N	yes	n/a
SANDGLASS PETRUS GENERAL PARTNER LTD.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dubai	n/a	United Arab Emirates	4	no
London	n/a	United Kingdom	3	no

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 31, 2026	$874M	$874M	16	16	2	4	n/a
2024	Mar 31, 2025	$669M	$669M	15	15	2	4	n/a
2023	Mar 28, 2024	$414M	$414M	12	12	2	4	$391M
2022	Mar 31, 2023	$353M	$353M	10	10	2	3	$334M
2021	Mar 31, 2022	$381M	$381M	10	7	2	3	$381M
2020	Mar 29, 2021	$361M	$361M	8	8	2	3	$361M

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	$874M	$669M	30.5%	$353M	35.3%	16	15	2	2

Relationships

Advises (4)

→ SANDGLASS OPPORTUNITY FUND L.P.Private fundHedge Fund, IA
Apr 19, 2013 to presentfactForm ADV
→ SANDGLASS SELECT FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ SANDGLASS PETRUS OPPORTUNITY FUND, L.P.Private fundHedge Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ SANDGLASS SELECT FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV

Controls (6)

← SATZ, SANDRA, RENEEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Nov 4, 2021 to Oct 16, 2024factForm ADV
← SANDGLASS CAPITAL MANAGEMENTOwnerMEMBER, ownership code E, foreign entity
Mar 30, 2020 to Oct 16, 2024factForm ADV
← KELNER, MARIA, MICHELLEOwnerVICE PRESIDENT, ownership code NA, individual
Mar 30, 2020 to Oct 16, 2024factForm ADV
← WYNNE, ANNE, THERESEOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 16, 2024 to Oct 16, 2024factForm ADV
← LOZOVSKY, GENNAOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2020 to Oct 16, 2024factForm ADV
← GBML HOLDINGS, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 31, 2022 to Oct 16, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Sandglass Capital Advisors Llc reported RAUM $873.7M, up 31% from $669.4M (2025-05-06 to 2026-03-31)
Form ADVobserved 5 days ago
$204M
Occurred
Mar 31, 2025
Regulatory AUM changed
Sandglass Capital Advisors Llc reported RAUM $669.4M, up 62% from $414.4M (2024-10-16 to 2025-03-31)
Form ADVobserved 5 days ago
$255M
Occurred
Oct 16, 2024
Control person joined
Therese Anne Wynne (General Counsel And Chief Compliance Officer) appeared on Schedule A of Sandglass Capital Advisors Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Succession filed (Item 4)
Sandglass Capital Advisors Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
First Form ADV filing
Sandglass Capital Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9f027c4-1f74-a548-b16e-c8572883e4ac
First observed: Mar 30, 2020
Last observed: Mar 31, 2026 5 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.

SANDGLASS CAPITAL ADVISORS LLC

CRD 299418

NEW YORK, NY

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:c9f027c4-1f74-a548-b16e-c8572883e4ac

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SANDGLASS OPPORTUNITY FUND L.P.

Hedge Fund

$284M

Oct 16, 2024

Apr 19, 2013

reported

021-291433

SANDGLASS SELECT FUND, L.P.

Private Equity Fund

$70.0M

Oct 16, 2024

Mar 30, 2020

reported

021-380532

SANDGLASS PETRUS OPPORTUNITY FUND, L.P.

Hedge Fund

$36.5M

Oct 16, 2024

Mar 29, 2019

reported

n/a

SANDGLASS SELECT FUND II, L.P.

Private Equity Fund

Oct 16, 2024

Mar 28, 2024

reported

021-502613

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GBML HOLDINGS, INC.

Shareholder

yes

03/2022

Mar 31, 2022

Oct 16, 2024

KELNER, MARIA, MICHELLE

VICE PRESIDENT

yes

02/2013

Mar 30, 2020

Oct 16, 2024

LOZOVSKY, GENNA

Shareholder

yes

02/2013

Mar 30, 2020

Oct 16, 2024

LOZOVSKY, GENNA

Director

yes

02/2013

Mar 30, 2020

Oct 16, 2024

SANDGLASS CAPITAL MANAGEMENT

Member

yes

01/2022

Mar 30, 2020

Oct 16, 2024

SATZ, SANDRA, RENEE

CHIEF FINANCIAL OFFICER

yes

10/2021

Nov 4, 2021

Oct 16, 2024

WYNNE, ANNE, THERESE

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

10/2024

Oct 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SANDGLASS CAPITAL SELECT II GP LP

n/a

yes

n/a

SANDGLASS CAPITAL SELECT LIMITED

n/a

yes

n/a

SANDGLASS OPPORTUNITY GENERAL PARTNER LTD.

n/a

yes

n/a

SANDGLASS PETRUS GENERAL PARTNER LTD.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dubai

n/a

United Arab Emirates

London

n/a

United Kingdom

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$874M

n/a

2024

Mar 31, 2025

$669M

n/a

2023

Mar 28, 2024

$414M

$391M

2022

Mar 31, 2023

$353M

$334M

2021

Mar 31, 2022

$381M

2020

Mar 29, 2021

$361M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$874M

$669M

30.5%

$353M

35.3%