Sandlot Partners provides portfolio management for pooled vehicles. The firm advises 49 private funds.
Sandlot Partners reports 49 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($934M across 49 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 49 | $934M | 100.0% | $19.1M |
| Total | 49 | $934M | 100% | $19.1M |
- Clients
- 49
- Regulatory AUM
- $934M
- AUM share
- 100.0%
- Avg. per client
- $19.1M
Total
- Clients
- 49
- Regulatory AUM
- $934M
- AUM share
- 100%
- Avg. per client
- $19.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 49
Sandlot Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Sandlot Partners Equity Holdings LLC owns 75% or more of Sandlot Partners and is in turn owned by Glenn Ventures LLC (25–50%). The leadership team of Sandlot Partners includes Chief Financial Officer Mark Lawrence and Chief Compliance Officer Shawn Mangum. It has 18 employees, 8 of them in advisory roles.
Leadership
- Mark LawrenceChief Financial Officer
- Shawn MangumChief Compliance Officer
- Casey BaughManaging Director
- Eric BlumGeneral Counsel
- Kevin SwissChief Growth Officer
Staff
- 18 employees
- 8 in advisory functions
- Owns 75% or more of Sandlot Partners, LLC
Sandlot Partners Equity Holdings LLC
Control person · since October 2023
- Owns 25% to 50% of Sandlot Partners Equity Holdings LLC
Glenn Ventures LLC
Control person · since October 2023
- Owns 75% or more of Glenn Ventures LLC
Casey Baugh
Control person · since August 2021
Sandlot Partners’ regulatory assets grew 3.1× from $302M (February 2022) to $934M (July 2026); clients rose from 13 to 49 and employees from 11 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $934M | 49 | 18 | 1 |
| April 2025 | $626M | 38 | 17 | 1 |
| July 2024 | $458M | 31 | 18 | 1 |
| March 2023 | $346M | 27 | 19 | 1 |
| February 2022 | $302M | 13 | 11 | 1 |
Besides its headquarters, Sandlot Partners has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 1510 East 840 North, OremHQ
Contact and registration details
- Legal name
- Sandlot Partners, LLC
- Headquarters
- 1510 East 840 North, Orem, UT 84097
- Website
- Not reported
- Phone
- 801-609-1307
- @sandlot-partners
- SEC file
- 801-123545
- Structure
- Utah LLC
- Fiscal year end
- December
Sandlot Partners has custody of $767M in client assets for 49 clients.
How many clients does Sandlot Partners have?
Sandlot Partners has 49 clients and manages $934 million for them, as of July 2026. They include 49 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Sandlot Partners offer?
Sandlot Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Sandlot Partners have?
Sandlot Partners has 0 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Sandlot Partners?
Sandlot Partners is owned through a chain of holding companies by Casey Baugh. Its direct owner is Sandlot Partners Equity Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Sandlot Partners get paid?
Sandlot Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sandlot Partners registered with the SEC?
Yes, Sandlot Partners has been registered with the SEC as an investment adviser since 29 March 2022. Its CRD number is 311409 and its SEC file number is 801-123545.
Source: Form ADV Part 1A, Item 1, filed 6 July 2026; IAPD firm record
How do I contact Sandlot Partners?
Sandlot Partners’ main office is at 1510 East 840 North, Orem, UT 84097. Its phone number is 801-609-1307.