Sanford Philip Lowengart

Employer firm

Capital Trust Advisors CRD 134174

$403M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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

Other Names

• Sandy P. Lowengart