{"url":"https://nivawealth.com/firms/sandlot-partners-311409","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311409","regulatoryAum":934473996,"crd":"311409","history":[{"filedOn":"2022-02-24","regulatoryAum":302463000,"clients":13,"employees":11,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":346445483,"clients":27,"employees":19,"offices":1},{"filedOn":"2024-07-12","regulatoryAum":457694638,"clients":31,"employees":18,"offices":1},{"filedOn":"2025-04-30","regulatoryAum":626233729,"clients":38,"employees":17,"offices":1},{"filedOn":"2026-07-06","regulatoryAum":934473996,"clients":49,"employees":18,"offices":1}],"secFileNumber":"801-123545","legalName":"Sandlot Partners, LLC","displayName":"Sandlot Partners","slug":"sandlot-partners-311409","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/311409/9df10f344726acdc-r1.webp","tone":"dark","width":2057,"height":200,"sourceUrl":"https://sandlotpartners.com/","sourceLabel":"Sandlot Partners, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/sandlot-partners/","xUrl":"https://x.com/SandlotPartner","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1510 East 840 North","city":"Orem","state":"UT","stateName":"Utah","country":"United States","postalCode":"84097"},"tradeNames":[],"registration":{"secApproved":"29 March 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":18,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":934473996,"discretionary":934473996,"discretionaryAccounts":49,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":49,"regulatoryAum":934473996}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Sandlot Partners has custody of $767M in client assets for 49 clients.","leadership":[{"name":"Mark Lawrence","title":"Chief Financial Officer","crd":"8273145"},{"name":"Shawn Mangum","title":"Chief Compliance Officer","crd":"6506631"},{"name":"Casey Baugh","title":"Managing Director","crd":"7358371"},{"name":"Eric Blum","title":"General Counsel","crd":"8247455"},{"name":"Kevin Swiss","title":"Chief Growth Officer","crd":"8288842"}],"ownership":[{"label":"Sandlot Partners Equity Holdings LLC","detail":"Member in the 75% or more ownership band and a control person, since October 2023."},{"label":"Casey Baugh","detail":"Indirect owner: a sole member of Glenn Ventures LLC in the 75% or more band and a control person, since August 2021.","parent":"Glenn Ventures LLC"},{"label":"Glenn Ventures LLC","detail":"Indirect owner: a member of Sandlot Partners Equity Holdings LLC in the 25% to 50% band and a control person, since October 2023.","parent":"Sandlot Partners Equity Holdings LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"1510 East 840 North","city":"Orem","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-609-1307","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":49},"sources":{"adv1FilingDate":"6 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311409/PDF/311409.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sandlot Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sandlot Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Sandlot Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sandlot Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sandlot Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Sandlot Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Sandlot Partners?","answer":"Sandlot Partners’ main office is at 1510 East 840 North, Orem, UT 84097. Its phone number is 801-609-1307.","source":"Form ADV Part 1A, Item 1.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}