{
  "crd_number": 311409,
  "slug": "sandlot-partners-llc-orem-ut-311409",
  "primary_business_name": "SANDLOT PARTNERS, LLC",
  "legal_name": "SANDLOT PARTNERS, LLC",
  "dbas": [],
  "city": "Orem",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "39340",
  "metro": {
    "cbsa_code": "39340",
    "common_name": "Provo",
    "msa_name": "Provo-Orem-Lehi, UT",
    "path": "/advisors/ut/provo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-29",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 934473996.0,
  "raum_discretionary": 934473996.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 18,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 934473996.0,
      "count": 49
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "UT"
  ],
  "websites": [
    "https://casey-baugh.com",
    "https://facebook.com/people/Sandlot-Partners/61553167216109",
    "https://instagram.com/sandlot.partners",
    "https://linkedin.com/company/sandlot-partners",
    "https://sandlotpartners.com",
    "https://x.com/SandlotPartner"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311409",
  "city_as_filed": "OREM",
  "url": "https://advisorcensus.com/firm/sandlot-partners-llc-orem-ut-311409",
  "display_name": "Sandlot Partners, LLC",
  "summary": "Sandlot Partners, LLC is an SEC-registered investment advisory firm in Orem, UT, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. Sandlot Partners, LLC (CRD 311409): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sandlot Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sandlot Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Sandlot Partners, LLC located?",
      "a": "Sandlot Partners, LLC's principal office is in Orem, UT, according to its Form ADV."
    },
    {
      "q": "Is Sandlot Partners, LLC registered with the SEC or a state?",
      "a": "Sandlot Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 311409."
    },
    {
      "q": "How much does Sandlot Partners, LLC manage?",
      "a": "Sandlot Partners, LLC reports $934,473,996 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sandlot Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sandlot Partners, LLC: Regulatory assets under management: $302,463,000 in the October 2022 data and $934,473,996 in the October 2026 data, up 209%. Total employees: 11 in October 2022 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sandlot Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (49)."
    },
    {
      "q": "Does Sandlot Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311409"
    },
    {
      "q": "What changed in Sandlot Partners, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 302463000.0,
      "total_employees": 11,
      "filing_date": "2022-02-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 346445483.0,
      "total_employees": 19,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 457694638.0,
      "total_employees": 18,
      "filing_date": "2024-07-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 626233729.0,
      "total_employees": 17,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 934473996.0,
      "total_employees": 18,
      "filing_date": "2026-07-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 8.",
        "Regulatory assets under management went from $626,233,729 to $916,627,228 (+46%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sandlot-partners-llc-orem-ut-311409.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 934473996.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311409",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}