Sandlot Private Wealth LLC

Overview

Sandlot Private Wealth LLC is an independent registered investment adviser that describes itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and it also performs selection of other advisers. Sandlot charges a combination of asset-based fees and performance-linked fees, and it reports being an active ESG investor. The firm is organized as an LLC and—according to the filing—registered with the SEC in 2025. Sandlot also functions beyond a pure advisory role: filings indicate related-adviser relationships and roles as a sponsor or general partner for pooled investment vehicles. That positioning suggests the firm both directs client allocations and can adopt an operational role in third-party or proprietary vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices