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Sandcastle Capital Management LLC (Westport)


Sandcastle Capital Management LLC is a large advisory firm based in Westport. It manages $34 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Sandcastle Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sandcastle Capital Management: assets under management

The assets under management (AUM) of Sandcastle Capital Management LLC is $34 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sandcastle Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Sandcastle Capital Management LLC performs its advisory services is located at 32 Sylvan Road North, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-227-8460 or by fax 203-227-8462. The normal business hours are 9-5 on Monday - Friday.


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