Sandlot Partners, LLC
Firm details
- Headquarters
- Orem, Utah
- CRD number
- 311409
- Registered since
- March 29, 2022
- Website
- www.sandlotpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sandlot Partners, LLC is an SEC-registered investment adviser organized as an LLC and active since 2022. The firm operates primarily as a manager and sponsor of pooled investment vehicles, with its strategy centered on private fund management across private equity and real estate alongside other fund types. Its client base is institutional, and it is not positioned as a capital allocator to external mandates. Compensation is a mix of asset-based fees and performance-based fees. Sandlot identifies as an active ESG investor and serves in sponsor/GP and managing-member roles for the vehicles it runs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Kevin Swiss
CRD 8288842
Shawn Mangum
Investment Compliance OfficerCRD 6506631
Casey Baugh
Managing DirectorCRD 7358371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orem, UT
Utah
Location
Orem, UT
Headquartered in Orem, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 1510 E 840 N
- Time zone
- MT (UTC-7)
- Office locations
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