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SANDLOT PARTNERS, LLC

OREM, UT · CRD 311409 · IAPD ↗ · 801-609-1307

$934.5MRegulatory AUM
8Advisory reps
18Employees
0Clients
n/aPlanning clients
49Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — SANDLOT PARTNERS, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
52
April 2026 — SANDLOT PARTNERS, LLC reported RAUM up 46% ($626.2M -> $916.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
May 2025 — SANDLOT PARTNERS, LLC shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — SANDLOT PARTNERS, LLC crossed $500M in regulatory AUM ($457.7M -> $615.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2024 — SANDLOT PARTNERS, LLC reported RAUM up 27% ($346.4M -> $440.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.