Advisor at Sand Spring Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sand Spring Advisors LLC
Location
Morristown, NJ
Credentials
Series 63, Series 65
Industry experience
18 years
Barclay Leib is the president of Sand Spring Advisors LLC in Morristown, NJ, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pickwick Capital Partners and Old City Securities. In addition to his role at Sand Spring Advisors, he serves as a senior research advisor for a family office, provides expert consulting and due diligence research, and acts as an interim trustee in a pending arbitration related to oil well operations. Sand Spring Advisors provides due-diligence research and consulting on alternative investments to accredited high-net-worth investors, qualified purchasers, and institutional clients. The firm delivers non-discretionary advisory reports, operational due diligence, outsourced CIO/research services, and expert-witness consulting, emphasizing onsite manager interviews, document review, and quantitative analysis without offering discretionary portfolio management.
Based on Sand Spring Advisors LLC
Based on Sand Spring Advisors LLC
$5,000 flat fee per alternative due diligence report
$250 per hour for consulting services; expert witness consulting rates vary from $350 to $700 per hour depending on service
Monthly retainer fees ranging from $5,000 to $10,000 depending on complexity and time commitment
Fee-only: $250 per hour or $5,000 flat fee per alternative due diligence report; $5,000 to $10,000 per month retainer for Outsourced CIO or Director of Research services, plus $250/hour for excess hours; Expert Witness Consulting: $350/hr document review, $500/hr legal consultation, $700/hr testimony; General journalism: $65/hr or $1-$2 per word
Morristown, NJ
New Jersey
Pickwick Capital Partners, Llc
2020 - Present (6 years)
Old City Securities Llc
2016 - 2018 (2 years)
Sand Spring Advisors, LLC
2014 - Present (12 years)
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