DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
S•••••• P•••••••• L••
Latest filing Jul 6, 2026
First filing on the tape Feb 24, 2022 · 13 filings
SEC status approved since Mar 29, 2022
RAUM
$934M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
49
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$934M as of Jul 6, 2026
Mar 31, 2023$346M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 6, 2026
Mar 31, 20230 then
Employees (5.A)18 as of Jul 6, 2026
Mar 31, 202319 then
Private funds49 as of Jul 6, 2026
Mar 31, 202326 then
RAUM +49% over the last fiscal year+39% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $19.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +46%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $767M, 49 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$934M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 49reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $767M for 49 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
40 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••••• O••••••••• F••• V• L•• | Private Equity Fund | $51.1M | 99 | Feb 21, 2022 |
| S•••••• O••••••••• F••• I• L•• | Private Equity Fund | $42.0M | 84 | Nov 4, 2020 |
| S•••••• P••••••• O••••••••• F••• V• Q•• L•• | Private Equity Fund | $36.0M | 61 | Feb 21, 2022 |
| S•••••• P••••••• O••••••••• F••• X••• L•• | Other Private Fund | $31.7M | 120 | Mar 31, 2023 |
| S•••••• P••••••• O••••••••• F••• V•• L•• | Private Equity Fund | $28.5M | 99 | Feb 21, 2022 |
| S•••••• P••••••• O••••••••• F••• X•• L•• | Private Equity Fund | $26.7M | 94 | Feb 21, 2022 |
| S•••••• S•••• I••••••••• 2••• L•• | Private Equity Fund | $25.9M | 66 | Mar 29, 2024 |
| S•••••• M••• I••••••••• R• 2••• Q• L•• | Private Equity Fund | $25.6M | 97 | Mar 29, 2024 |
| S•••••• M••• I••••••••• R• 2••• L•• | Private Equity Fund | $23.4M | 70 | Mar 29, 2024 |
| S••••• S•••••••• S•••••• F••• 2••• L•• | Private Equity Fund | $14.6M | 75 | Mar 31, 2023 |
| S•••••• P•••••• E••••• F••• I• L•• | Private Equity Fund | $12.4M | 51 | Mar 29, 2024 |
| S•••••• P••••••• O••••••••• F••• V•• Q•• L•• | Private Equity Fund | $12.1M | 36 | Feb 21, 2022 |
| S•••••• O••••••••• F••• I• L•• | Private Equity Fund | $11.6M | 53 | Feb 21, 2022 |
| S•••••• P••••••• P•••••• E••••• 2••• Q• L•• | Private Equity Fund | $11.2M | 36 | Mar 29, 2024 |
| S•••••• P••••••• O••••••••• F••• X• L•• | Private Equity Fund | $11.1M | 60 | Feb 21, 2022 |
| S•••••• P••••••• O••••••••• F••• X••• L•• | Private Equity Fund | $10.8M | 2 | Mar 31, 2023 |
| S•••••• P•••••• E••••• F••• I• Q• L•• | Private Equity Fund | $10.3M | 29 | Mar 29, 2024 |
| S•••••• P•••••• E••••• F••• I• L•• | Private Equity Fund | $9.1M | 31 | Mar 31, 2023 |
| S•••••• M••• I••••••••• R••• E••••• 2••• L•• | Private Equity Fund | $9.0M | 60 | Mar 31, 2023 |
| S•••••• L•••••• R••• E••••• S•• I• L•• | Private Equity Fund | $8.9M | 54 | Mar 29, 2024 |
| S•••••• P••••••• P•••••• E••••• 2••• Q• L•• | Private Equity Fund | $8.1M | 34 | Mar 31, 2023 |
| S•••••• P••••••• O••••••••• F••• V•• L•• | Private Equity Fund | $7.8M | 55 | Feb 21, 2022 |
| S•••••• P••••••• R••• E••••• 2••• Q• L•• | Private Equity Fund | $7.6M | 15 | Mar 29, 2024 |
| S•••••• P••••••• P•••••• E••••• 2••• L•• | Private Equity Fund | $7.0M | 41 | Mar 29, 2024 |
| S•••••• P••••••• O••••••••• F••• X•• L•• | Private Equity Fund | $7.0M | 36 | Mar 31, 2023 |
| S•••••• P••••••• O••••••••• F••• X• L•• | Private Equity Fund | $6.4M | 56 | Mar 31, 2023 |
| S•••••• C••••••••• D••• O••••••••• S•• L•• | Private Equity Fund | $6.0M | 24 | Mar 29, 2024 |
| S•••••• P••••••• R••• E••••• 2••• L•• | Private Equity Fund | $5.9M | 24 | Mar 29, 2024 |
| S•••••• P••••••• Y•••• A••••••••• N•• L•••• S•• L•• | Private Equity Fund | $4.5M | 32 | Mar 29, 2024 |
| S•••••• O••••••••• F••• V•••• L•• | Private Equity Fund | $4.3M | 48 | Feb 21, 2022 |
| S•••••• P••••••• P•••••• E••••• 2••• L•• | Private Equity Fund | $3.7M | 25 | Mar 31, 2023 |
| S•••••• S•••• I••••••••• 2••• L•• | Private Equity Fund | $3.5M | 15 | Mar 31, 2023 |
| S•••••• P••••••• R••• E••••• 2••• Q• L•• | Private Equity Fund | $2.7M | 8 | Mar 31, 2023 |
| S•••••• P••••••• R•••• F••• I• L•• | Private Equity Fund | $2.5M | 1 | Mar 29, 2024 |
| S•••••• O••••••••• P••••••• F••• I• L•• | Private Equity Fund | $1.9M | 60 | Feb 21, 2022 |
| S•••••• P••••••• Y•••• • I••••• F••• L•• | Private Equity Fund | $1.9M | 7 | Mar 29, 2024 |
| S•••••• P••••••• R••• E••••• 2••• L•• | Private Equity Fund | $1.9M | 18 | Mar 31, 2023 |
| S•••••• P•••••• E••••• F••• I• Q• L•• | Private Equity Fund | $1.6M | 10 | Mar 31, 2023 |
| S•••••• O••••••••• P••••••• F••• I•• L•• | Private Equity Fund | $1.1M | 14 | Feb 21, 2022 |
| S•••••• O••••••••• F••• I• L•• | Private Equity Fund | $500,000 | 2 | Feb 21, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• A••••• · Vp Of Financecontrolsince 11/2021 · owns less than 5%
- B••••• C••••• G•••• · Managing Directorcontrolsince 09/2020 · owns less than 5%
- B•••••••• M••••••• F••• · Chief Compliance Officer & General Counselcontrolsince 10/2023 · owns less than 5%
- F•••• C••••••••• A•••• · Vp Of Investmentscontrolsince 03/2020 · owns less than 5%
- J•••••• D••••• C••••• · Managing Directorcontrolsince 09/2020 · owns less than 5%
- S•••••••• C••• · Senior Vice Presidentcontrolsince 03/2020 · owns less than 5%
- B••••• C••••• G•••• · Sole Membercontrolsince 08/2021 · owns 75% or more of G•••• V••••••• L••
- J•••••• D••••• C••••• · Membercontrolsince 10/2023 · owns 25% to 50% of S•••••• P••••••• E••••• H••••••• L••
Entity owners
- S•••••• P••••••• E••••• H••••••• L•• · Memberdirect · owns 75% or more
- G•••• V••••••• L•• · Memberindirect · owns 25% to 50% of S•••••• P••••••• E••••• H••••••• L••
Related persons
Schedule D 7.A
- S•••••• B••••• C••••••••• N••• A• M•••••• L••pooled vehicle sponsorn
- S•••••• B••••• C••••••••• N••• M•••••• L••pooled vehicle sponsorn
- S•••••• C••••••••• D••• O••••••••• M•••••• L••pooled vehicle sponsorn
- S•••••• I••••••••• L••pooled vehicle sponsorn
- S•••••• L•••••• R••• E••••• S•• I• M•••••• L••pooled vehicle sponsorn
- S•••••• M•••••• I•• L••pooled vehicle sponsorn
- S•••••• M•••••• M••• I••••••••• R• 2••• L••pooled vehicle sponsorn
- S•••••• M•••••• V• L••pooled vehicle sponsorn
- S•••••• M•••••• V•• L••pooled vehicle sponsorn
- S•••••• M•••••• V•••• L••pooled vehicle sponsorn
- S•••••• M•••••• X• L••pooled vehicle sponsorn
- S•••••• M•••••• X••• L••pooled vehicle sponsorn
- S•••••• M•••••• X•••• L••pooled vehicle sponsorn
- S•••••• M•••••• X••• L••pooled vehicle sponsorn
- S•••••• M•••••• X•• L••pooled vehicle sponsorn
- S•••••• M•••••• X••• L••pooled vehicle sponsorn
- S•••••• M••••••••• H•••••• R••• E••••• M••••••pooled vehicle sponsorn
- S•••••• P••••••• G••••• 2••• M•••••• L••pooled vehicle sponsorn
- S•••••• P••••••• R••• A••••• 2••• M•••••• L••pooled vehicle sponsorn
- S•••••• P••••••• Y•••• A••••••••• N•• L•••• M••••••pooled vehicle sponsorn
- S•••••• P• M•••••• I• L••pooled vehicle sponsorn
- S•••••• S•••• M•••••• 2••• L••pooled vehicle sponsorn
- S•••••• Y•••• • I••••• M•••••• L••pooled vehicle sponsorn
- S••••• S•••••••• S•••••• F••• M•••••• 2•••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $750M to $767MMar 31, 2026 to May 15, 2026
- Discretionary RAUM · $917M to $934MMar 31, 2026 to May 15, 2026
- Pooled vehicle RAUM · $917M to $934MMar 31, 2026 to May 15, 2026
- RAUM · $917M to $934MMar 31, 2026 to May 15, 2026
- Accounts · 38 to 49Apr 30, 2025 to Mar 31, 2026
- Advisory employees · 10 to 8Apr 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 38 to 49Apr 30, 2025 to Mar 31, 2026
- Assets in custody · $626M to $750MApr 30, 2025 to Mar 31, 2026
- Employees · 17 to 18Apr 30, 2025 to Mar 31, 2026
- Private funds · 38 to 49Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $626M to $917MApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $626M to $917MApr 30, 2025 to Mar 31, 2026
- RAUM · $626M to $917MApr 30, 2025 to Mar 31, 2026
- Related adviser · false to trueApr 30, 2025 to Mar 31, 2026
- Accounts · 31 to 38Jul 12, 2024 to Apr 30, 2025
- Advisory employees · 15 to 10Jul 12, 2024 to Apr 30, 2025
- Pooled vehicle clients · 31 to 38Jul 12, 2024 to Apr 30, 2025
- Assets in custody · $458M to $626MJul 12, 2024 to Apr 30, 2025
- Employees · 18 to 17Jul 12, 2024 to Apr 30, 2025
- Financial planning clients · unset to Jul 12, 2024 to Apr 30, 2025
- Private funds · 31 to 38Jul 12, 2024 to Apr 30, 2025
- Discretionary RAUM · $458M to $626MJul 12, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $458M to $626MJul 12, 2024 to Apr 30, 2025
- RAUM · $458M to $626MJul 12, 2024 to Apr 30, 2025
- Assets in custody · $440M to $458MMay 29, 2024 to Jul 12, 2024
- Discretionary RAUM · $440M to $458MMay 29, 2024 to Jul 12, 2024
- Pooled vehicle RAUM · $440M to $458MMay 29, 2024 to Jul 12, 2024
- RAUM · $440M to $458MMay 29, 2024 to Jul 12, 2024
- Accounts · 27 to 31Dec 13, 2023 to Mar 29, 2024
- Pooled vehicle clients · 27 to 31Dec 13, 2023 to Mar 29, 2024
- Assets in custody · $346M to $440MDec 13, 2023 to Mar 29, 2024
- Employees · 20 to 18Dec 13, 2023 to Mar 29, 2024
- Private funds · 26 to 31Dec 13, 2023 to Mar 29, 2024
- Discretionary RAUM · $346M to $440MDec 13, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $346M to $440MDec 13, 2023 to Mar 29, 2024
- RAUM · $346M to $440MDec 13, 2023 to Mar 29, 2024
- Employees · 19 to 20Mar 31, 2023 to Oct 6, 2023
- Accounts · 13 to 27Feb 24, 2022 to Mar 31, 2023
- Advisory employees · 4 to 15Feb 24, 2022 to Mar 31, 2023
- Pooled vehicle clients · 13 to 27Feb 24, 2022 to Mar 31, 2023
Signals
4 dated events
- S•••••• P•••••••• L•• reported RAUM $916.6M, up 46% from $626.2M (2025-04-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- S•••••• P•••••••• L•• reported RAUM $626.2M, up 37% from $457.7M (2024-07-12 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- F••• M•••••• B••••••• (Chief Compliance Officer & General Counsel) appeared on Schedule A of S•••••• P•••••••• L••Oct 6, 2023 · Control person joined · fact
- S•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Feb 24, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S•••••• P•••••••• L•• · Private Equityshared crd · organization
- S•••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/sandlot-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- sandlotpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 801-609-1307reportedpublic record, Form ADV, Jul 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026