SourcingSourcing

SANDLOT PARTNERS, LLC

C25
CRD 311409·SEC 801-123545·OREM, UT
AUM
$916.6M
$500M-$1B
Est. Revenue
$9.2M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$22.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANDLOT PARTNERS, LLC
CRD
311409
SEC file #
801-123545
EIN
000000000
DBA names
—

Economics

AUM
$916.6M
AUM band
$500M-$1B
AUM trajectory
'23'26
$302.5M → $916.6M▲ +203%
Client mix
Pooled Investment Vehicles49

Operations

Employees (total)
18
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'23'26
4 advisors → 8 advisors▲ +100%
Primary office
OREM UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/sandlot-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SANDLOT PARTNERS EQUITY HOLDINGS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
SANDLOT PARTNERS EQUITY HOLDINGS
BAUGH, CASEY, GLENN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001957332
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2022-12-08
Edgar Last Filing Date
2023-07-24
Edgar Form D Count
3
Edgar Form D Offerings
2023-07-242023-07-24 · 0001957332-23-000004
2023-05-172023-05-17 · 0001957332-23-000003
Edgar Former Names
Sandlot Mesa Industrial Real Estate 2022 LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1510 EAST 840 NORTHOREM, UT 84097
Business
1510 EAST 840 NORTHOREM, UT 84097
Edgar EIN
000000000
Edgar Recent Filings
D2023-07-24 · 0001957332-23-000004
D/A2023-05-17 · 0001957332-23-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BAUGH, CASEY, GLENN
Executive Officer · 2.5%
7358371
BLUM, ERIC, TRAVIS
Executive Officer · 2.5%
8247455
DAVID CANNON JENSEN
Executive Officer · 2.5%
6158343
LAWRENCE, MARK, HAROLD
Executive Officer · 2.5%
8273145
SHAWN RUSSELL MANGUM
Executive Officer · 2.5%
6506631