PPrivate Fund Data Log in Join · $37/mo

Sandbox Financial Partners, LLC

● SEC registered since 2018CRD 297858SEC# 801-113779Bethesda, MD
Export (members)
Reg. AUM
$575.2M
Employees
11
Accounts
1,444
Location
Bethesda, MD

Sandbox Financial Partners, LLC assets under management

Sandbox Financial Partners, LLC operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2018. It reports $575.2 million in regulatory assets under management and employs 11 people.
www.facebook.com/sandboxfpView on SEC.gov ↗

Sandbox Financial Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew Joseph Salcetti ControlChief Operations Officer And Chief Compliance Officer10-25%2018
Blake Barrett Millard ControlVp, Director Of InvestmentsUnder 5%2021
Brian Charles Salcetti ControlChief Executive Officer, Managing Partner And Managing Member25-50%2018
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sandbox Financial Partners, LLC manage?

Sandbox Financial Partners, LLC reports $575.2 million in regulatory assets under management on its Form ADV.

How many employees does Sandbox Financial Partners, LLC have?

Sandbox Financial Partners, LLC reports 11 employees.

Where is Sandbox Financial Partners, LLC located?

Sandbox Financial Partners, LLC is based in Bethesda, MD and has been SEC-registered since 2018.

Does Sandbox Financial Partners, LLC disclose fund performance?

Sandbox Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6903 Rockledge Drive, Suite 300, Bethesda, MD 20817
Phone(301) 214-4190
Fax(888) 730-2470
Office hours8:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1844892
Discloses disciplinary historyNo

Assets under management

Discretionary$525.7M
Non-discretionary$49.5M
Total (RAUM)$575.2M