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- Custodian
- Assetmark · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2008
- Office Locations
- 1
Office Locations
About Sandpiper Capital, LLC
Sandpiper Capital, LLC is a Norfolk, VA investment firm led by Senior Portfolio Manager Thomas Lukic, CFA. The firm emphasizes simple, low-turnover, buy-and-hold portfolio management and a preference for passive/index approaches over market timing. It provides investment management and financial planning for retail and institutional clients, including entrepreneurs, using vehicles such as mutual funds and ETFs, and publishes a long-running quarterly market commentary ("Gleanings").
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS ALLEN LUKIC
Chief Compliance Officer, Managing Member, Partner
- CRD
- #1000305
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Zoe Kathleen Giannotti
--
- CRD
- #7280972
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,221,837 | $499,155 |
| Non-Discretionary | $0 | -- |
| Total | $20,221,837 | $499,155 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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