Account Minimums and Types of Clients — Form ADV Part 2A (7/22/2026)
[Brochure]
Item 7 – Types of Clients
Sanders Capital provides investment management services to pension and profit-sharing plans,
government plans, sovereign wealth funds, investment companies and other pooled investment vehicles,
trusts, charitable organizations, insurance companies and other institutional investors, and certain
individual clients. The minimum size varies by product and account vehicle and Sanders Capital may accept
accounts below the minimum, if special circumstances are warranted (i.e. an existing client wishes to open
another account below the minimum). The minimum account size for separate accounts is set forth in
Item 5.
Filed 2016-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Filed 2016-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Filed 2016-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Filed 2016-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
AUM Breakdown
Accounts
AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)
0
0.0
(b) Individuals (high net worth individuals)
0
0.0
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
1
17.8
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
23
20.5
(g) Pension and profit sharing plans
43
41.4
(h) Charitable organizations
21
4.9
(i) State or municipal government entities
0
0.1
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
1.4
(l) Sovereign wealth funds and foreign official institutions
13
34.7
(m) Corporations or other businesses not listed above