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SANDBROOK CAPITAL MANAGEMENT LP

STAMFORD, CT · CRD 317009 · IAPD ↗ · 475-268-1450

$4.58BRegulatory AUM
26Advisory reps
29Employees
0Clients
0Planning clients
17Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — SANDBROOK CAPITAL MANAGEMENT LP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — SANDBROOK CAPITAL MANAGEMENT LP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — SANDBROOK CAPITAL MANAGEMENT LP reported RAUM up 87% ($2.45B -> $4.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — SANDBROOK CAPITAL MANAGEMENT LP grew from 21 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2025 — SANDBROOK CAPITAL MANAGEMENT LP grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — SANDBROOK CAPITAL MANAGEMENT LP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — SANDBROOK CAPITAL MANAGEMENT LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — SANDBROOK CAPITAL MANAGEMENT LP reported RAUM up 41% ($1.53B -> $2.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — SANDBROOK CAPITAL MANAGEMENT LP grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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