Sandlot Private Wealth LLC

Overview

Sandlot Private Wealth LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves individual and family clients and positions itself as a capital allocator—delivering financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its service set includes selecting and overseeing third‑party managers, and its regulatory filing indicates relationships as an adviser and sponsor/manager of pooled investment vehicles. Fee arrangements include a percentage‑of‑assets model and the ability to charge performance‑based fees. Sandlot also identifies as an active ESG investor, which suggests environmental, social or governance factors are incorporated into at least some of its investment decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives