# Sandlot Partners, LLC

> 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.

- CRD: 311409
- Filed as: SANDLOT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311409
- AdvisorCensus page: https://advisorcensus.com/firm/sandlot-partners-llc-orem-ut-311409

## Quick answers

**How is Sandlot Partners, LLC compensated?**
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.

**Where is Sandlot Partners, LLC located?**
Sandlot Partners, LLC's principal office is in Orem, UT, according to its Form ADV.

**Is Sandlot Partners, LLC registered with the SEC or a state?**
Sandlot Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 311409.

**How much does Sandlot Partners, LLC manage?**
Sandlot Partners, LLC reports $934,473,996 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**How have Sandlot Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Sandlot Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (49).

**Does Sandlot Partners, LLC report any disciplinary disclosures?**
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

**What changed in Sandlot Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $934,473,996
- Discretionary: $934,473,996
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 49 | $934,473,996 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 18 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- casey-baugh.com
- sandlotpartners.com
- Facebook @Sandlot-Partners
- Instagram @sandlot.partners
- LinkedIn @sandlot-partners
- X @SandlotPartner

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 30, 2021 |
| October 2022 | $302,463,000 | 11 | February 24, 2022 |
| October 2023 | $346,445,483 | 19 | March 31, 2023 |
| October 2024 | $457,694,638 | 18 | July 12, 2024 |
| October 2025 | $626,233,729 | 17 | April 30, 2025 |
| October 2026 | $934,473,996 | 18 | July 6, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sandlot Partners, LLC (CRD 311409): Form ADV filing data as of October 2026.