Private fund adviser · Orem, UT
Sandlot Partners, LLC
SEC-registered investment adviser · CRD 311409 · SEC 801-123545
At a glance
Sandlot Partners, LLC is an SEC-registered investment adviser based in Orem, Utah, with $934 million in regulatory assets under management as of its Form ADV filed July 6, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,377th of 4,686 private fund advisers and 5,569th of 17,210 SEC-registered advisers by assets.
Main office 801-609-1307sandlotpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $934M
- Rank among private fund advisers
- #2,377 of 4,686
- Rank among all SEC RIAs
- #5,569 of 17,210
- Rank in Utah
- #36 of 151
- Clients
- 49
- Accounts
- 49
- Discretionary
- 100% of AUM
- Employees
- 18
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Casey G. BaughManaging Director
- Eric T. BlumGeneral Counsel
- Shawn R. MangumChief Compliance Officer
- Mark H. LawrenceChief Financial Officer
- Kevin M. SwissChief Growth Officer
Custody and brokerage
Custodian
Sandlot Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 49 | $934M | 100% |
Private funds
Sandlot Partners, LLC reports 49 private funds with $908M in gross assets: private equity funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Sandlot Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sandlotpartners.com ↗
AtlasMembers
The full record on Sandlot Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,180 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sandlot Partners, LLC manage?
Sandlot Partners, LLC reports $934 million in regulatory assets under management across 49 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 6, 2026.
What kind of firm is Sandlot Partners, LLC?
Sandlot Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Sandlot Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($934 million, 49 clients).
Does Sandlot Partners, LLC manage private funds?
Yes. It reports 49 private funds with $908 million in gross assets, including private equity funds, real estate funds, other private funds.
Does Sandlot Partners, LLC have any disciplinary history?
Sandlot Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sandlot Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →