SourcingSourcing

SANDERS MANAGEMENT GROUP, LTD

B51
CRD 334205·SEC 801-134219·SOUTHFIELD, MI
AUM
$203.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$610K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANDERS MANAGEMENT GROUP, LTD
CRD
334205
SEC file #
801-134219
EIN
—
DBA names
Sg Real Estate I

Economics

AUM
$203.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$203.5M → $203.5M▬ 0%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
20
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
SOUTHFIELD MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
01/05/2026
ADV-W filed at
—
Website
sg-companies.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SANDERS, DERRON, MARTELLE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SANDERS, DERRON, MARTELLE
SANDERS, SELAM, SEIFU
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

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 (9)

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
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5375485
Trust Company Affiliate
No

People (2)

2
SANDERS, DERRON, MARTELLE
Direct Owner · 87.5%
5375485
SANDERS, SELAM, SEIFU
Direct Owner · 7.5%
8136087