SANDLOT PRIVATE WEALTH LLC

Overview

Sandlot Private Wealth LLC operates as an independent registered investment adviser focused on direct portfolio management and financial planning for individuals, families and small businesses. The firm positions itself as a capital allocator, using both internally managed strategies and third‑party managers. Public equities and exchange‑traded products are the mainstay of portfolios, but the firm also integrates a wide range of alternative strategies into client allocations. Sandlot charges a percentage of assets under management and may assess performance‑based fees for certain mandates. The advisory scope includes selecting other advisers and acting as a sponsor or managing member for pooled investment vehicles, indicating an active role in constructing multi‑manager solutions. Sandlot reports being an active ESG investor, which suggests environmental, social and governance considerations are folded into security selection and manager due diligence. The firm is SEC‑registered as of 2025 and remains structured as a limited liability company under domestic individual ownership, operating primarily as an independent RIA rather than as an affiliate of a wirehouse or broker‑dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices