SANDBRIDGE INVESTMENT MANAGEMENT, LLC
Adviser information for SANDBRIDGE INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $261.3M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $261.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $261.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 33 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113657 |
|---|---|
| SEC ERA File Number | 801-113657 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169112 |
| Legal Entity Identifier | None |
Principal Office
1999 AVENUE OF THE STARSSUITE 2088
LOS ANGELES
CA
United States
Monday - Friday, 8A-6P
Tel: 424-208-8488, Fax: None
Websites
Chief Compliance Officer
RICHARD HENRY
1999 AVENUE OF THE STARS
SUITE 2088
LOS ANGELES
CA
United States
Tel:
424-208-8488
R*****@****************M
(Full email address available in API data)
Industry Affiliates
| SANDBRIDGE CONSUMER FUND I GENERAL PARTNER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SANDBRIDGE CONSUMER FUND II GENERAL PARTNER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SANDBRIDGE CONSUMER FUND III GENERAL PARTNER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SANDBRIDGE CONSUMER (PARALLEL) FUND I LP | Private Equity Fund | $0.5M | $0.1M | 3 |
| SANDBRIDGE CONSUMER (PARALLEL) FUND II LP | Private Equity Fund | $21.3M | $0.2M | 8 |
| SANDBRIDGE CONSUMER (PARALLEL) FUND III, LP | Private Equity Fund | $16.7M | $0.2M | 6 |
| SANDBRIDGE CONSUMER FUND I L.P. | Private Equity Fund | $10.1M | $0.1M | 37 |
| SANDBRIDGE CONSUMER FUND II, LP | Private Equity Fund | $70.2M | $0.2M | 51 |
| SANDBRIDGE CONSUMER FUND III, LP | Private Equity Fund | $142.6M | $0.2M | 98 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SANDBRIDGE PRIVATE EQUITY, LLC | Domestic Entity | – | SOLE MEMBER | 05/2013 | > 75% |
| LAMASTRA, JOSEPH, MICHAEL | Individual | – | MANAGING PARTNER | 05/2013 | < 5% |
| SUSLOW, KENNETH, CRAIG | Individual | – | MANAGING PARTNER | 05/2013 | < 5% |
| LAMASTRA, JOSEPH, MICHAEL | Individual | SANDBRIDGE CAPITAL, LLC | ELECTED MANAGER | 12/2018 | |
| SANDBRIDGE CAPITAL, LLC | Domestic Entity | SANDBRIDGE PRIVATE EQUITY, LLC | SOLE MEMBER | 07/2013 | > 75% |
| HOLLOMON, RICHARD, HENRY | Individual | – | PARTNER & CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |
| SUSLOW, KENNETH, CRAIG | Individual | SANDBRIDGE CAPITAL, LLC | ELECTED MANAGER | 12/2018 | 25-50% |