SourcingSourcing

SANDBROOK CAPITAL MANAGEMENT LP

C21
CRD 317009·SEC 801-122594·STAMFORD, CT
AUM
$4.58B
$1B+
Est. Revenue
$45.8M
@ 1% on AUM
Est. EBITDA
$13.7M
@ 30% margin
Est. Deal Value
$109.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANDBROOK CAPITAL MANAGEMENT LP
CRD
317009
SEC file #
801-122594
EIN
—
DBA names
—

Economics

AUM
$4.58B
AUM band
$1B+
AUM trajectory
'22'26
$150.0M → $4.58B▲ +2950%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
29
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'22'26
8 advisors → 26 advisors▲ +225%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/sandbrook(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SANDBROOK CAPITAL HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
SANDBROOK CAPITAL HOLDINGS LP
CUEVA LOPEZ, GERMAN, G
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sandbrook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan34
Goldman Sachs6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
CUEVA LOPEZ, GERMAN, G
Direct Owner · 17.5%
3136237
HUNT, CHRISTOPHER, BARTON
Direct Owner · 17.5%
7448138
MARTI, ALFREDO, ANTONIO
Direct Owner · 17.5%
7448146
MATTHEW KENNETH RYAN
Direct Owner · 17.5%
2526868
WILLIAMS, CARL, LIONEL
Direct Owner · 17.5%
5006330
CHADHA, SHEENAM, NMN
Executive Officer · 2.5%
6371420
HAQ, SABINA, ALI
Executive Officer · 2.5%
6253965