Sanford Philip Lowengart

Current Employers

Capital Trust Advisors

1210 5Th Avenue, #275, San Rafael, CA 94901 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-13
TX	RA	APPROVED_RES	2017-06-14

CA RA
APPROVED

Since 2025-10-13
TX RA
APPROVED_RES

Since 2017-06-14

Branch Locations

1210 5Th Avenue Suite 275, Montgomery Street, CA 94901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Goldberg Advisers, Llc	San Francisco	CA	02/2013	Present

02/2013 → Present

Goldberg Advisers, Llc

San Francisco, CA

Previous Registrations

2009-02-04 → 2013-03-06

Heffernan Investment Advisors, Inc.

San Francisco, CA
2010-01-12 → 2012-08-31

Atlin Capital Advisers, Llc

San Francisco, CA
2004-06-21 → 2009-02-27

Cephus Capital Management Llc

San Francisco, CA
2003-08-22 → 2004-07-20

Sdr Capital Management, Inc.

San Francisco, CA
2002-12-11 → 2004-06-01

Optimum Investment Advisors, Llc

Burlingame, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-09-18
S63	Uniform Securities Agent State Law Examination	1992-04-16

S65 Uniform Investment Adviser Law Examination

1992-09-18
S63 Uniform Securities Agent State Law Examination

1992-04-16

Other Names

Sandy P. Lowengart

View on SEC IAPD

Current Employers

Capital Trust Advisors

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews