SANDLOT PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$934M
Discretionary
$934M
100% of AUM
Avg account
$19.1M
Accounts
49
Employees
18
Advisory reps
7

Firm details

Headquarters
OREM, Utah
CRD number
311409
Registered since
March 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sandlot Partners, LLC is a privately held LLC that registered with the SEC in 2022 and operates as a manager of pooled investment vehicles. The firm’s client base is institutional, and its business model centers on sponsoring and managing closed-end and pooled funds rather than operating as a pure capital allocator. Its stated classifications include private equity and real estate fund sponsor, with additional activity described as a multifaceted fund manager and other fund provider. Sandlot charges both asset-based and performance-linked fees and identifies itself as an active ESG investor. Its advisory activity is focused on portfolio management for pooled investment vehicles, and it serves as a general partner/managing member for sponsored vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CORY SISTRUNK

    Owner & CEOCRD 7512208

Contacts

3 of 6
  • CASEY BAUGH

    Managing DirectorCRD 7358371

  • ERIC BLUM

    General CounselCRD 8247455

  • DAVID JENSEN

    Managing PartnerCRD 6158343

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth