Investment adviser · CRD 311409
SANDLOT PARTNERS, LLC
Investment adviser filing (IA)
OREM, UT, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $934M Form ADV · Item 5.F
- Client accounts
- 49 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 49 | $934,473,996 | 100.0% |
Filing source
Form ADV 2110100 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
SANDLOT CREDIT FUND LLCOther Private Fund · Last reported Jul 6, 2026$85.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO, LLP
PCAOB 673
Fund details & source
- Fund ID
- 805-7797901755
- Reported beneficial owners
- 12
- Minimum commitment
- $250K
Form ADV 2110100 · Jul 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SANDLOT CREDIT FUND II LLCOther Private Fund · Last reported Jul 6, 2026$79.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO, LLP
PCAOB 673
Fund details & source
- Fund ID
- 805-1269663990
- Reported beneficial owners
- 13
- Minimum commitment
- $250K
Form ADV 2110100 · Jul 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SANDLOT OPPORTUNITY FUND V LLCPrivate Equity Fund · Last reported Jul 6, 2026$73.2MGross asset value
Form D fundraising filings
Sandlot Opportunity Fund V LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-5284539332
- Reported beneficial owners
- 99
- Minimum commitment
- $10K
- Form D file number
- 021-519521
Form ADV 2110100 · Jul 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SANDLOT BREEZE CONVERTIBLE NOTE SPV LLCPrivate Equity Fund · Last reported Jul 6, 2026$73MGross asset value
Form D fundraising filings
Sandlot Breeze Convertible Note SPV LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RICHEY MAY & CO, LLP
PCAOB 673
Fund details & source
- Fund ID
- 805-4230682626
- Reported beneficial owners
- 178
- Minimum commitment
- $250K
- Form D file number
- 021-505344
Form ADV 2110100 · Jul 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SANDLOT OPPORTUNITY FUND I, LLCPrivate Equity Fund · Last reported Jul 6, 2026$41.9MGross asset value
Form D fundraising filings
Sandlot Opportunity Fund I, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-4521521514
- Reported beneficial owners
- 84
- Minimum commitment
- $0
- Form D file number
- 021-376481
Form ADV 2110100 · Jul 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SANDLOT PARTNERS OPPORTUNITY FUND XIII LLCPrivate Equity Fund · Last reported Jul 6, 2026$41.9MGross asset value
Form D fundraising filings
Sandlot Partners Opportunity Fund XIII LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-2414775147
- Reported beneficial owners
- 2
- Minimum commitment
- $10M
- Form D file number
- 021-519544
Form ADV 2110100 · Jul 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SANDLOT PARTNERS GRIT SPV I LLCPrivate Equity Fund · Last reported Jul 6, 2026$36.2MGross asset value
Form D fundraising filings
Sandlot Partners Grit SPV I LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-9198815124
- Reported beneficial owners
- 18
- Minimum commitment
- $25K
- Form D file number
- 021-544864
Form ADV 2110100 · Jul 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1510 EAST 840 NORTHOREM, UT, 84097, United States
CRD 311409
Filing source
Form ADV 2110100 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.