Hedge Fund Database

SANDBOX FINANCIAL PARTNERS, LLC

Adviser information for SANDBOX FINANCIAL PARTNERS, LLC last updated from Form ADV on February 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 10
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,215 $420.2M
Non-Discretionary 91 $43.5M
Total 1,306 $463.7M

Clients

Type Number RAUM
Individuals 245 $34.9M
HNW Individuals 215 $359.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 21 $62.0M
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 6 $7.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-113779
SEC ERA File Number 801-113779
SEC CIK Numbers 1844892
SEC CRD Numbers 297858
Legal Entity Identifier None

Principal Office

6903 ROCKLEDGE DRIVE
SUITE 300
BETHESDA
MD
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: (301) 214-4190, Fax: (888) 730-2470

Websites

sandboxfp.com/ www.linkedin.com/company/sandboxfp/ www.instagram.com/sandboxfinancial/ www.facebook.com/sandboxfp/ twitter.com/sandbox_fp www.sandboxfinancial.com www.thesandboxdaily.com/

Chief Compliance Officer

ANDREW J. SALCETTI
PRINCIPAL
6903 ROCKLEDGE DRIVE
SUITE 300
BETHESDA
MD
United States
Tel: (301) 214-4190
Fax: (888)7302470
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SALCETTI, ANDREW, JOSEPH Individual – CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER 07/2018 10-25%
SALCETTI, BRIAN, CHARLES Individual – CHIEF EXECUTIVE OFFICER, MANAGING PARTNER AND MANAGING MEMBER 07/2018 25-50%
BOHLANDER, FREDERICK, JOHN Individual – MANAGING PARTNER 07/2018 25-50%
MILLARD, BLAKE, BARRETT Individual – VP, DIRECTOR OF INVESTMENTS 10/2021 < 5%

No. Employees, Historic

2010020192020202120222023202420255 on 4/4/20195 on 5/21/20195 on 5/31/20195 on 10/11/20195 on 12/3/20195 on 12/18/20195 on 12/19/20196 on 3/6/20206 on 6/22/20206 on 7/2/20206 on 8/17/20206 on 10/2/20207 on 3/8/20217 on 3/8/20219 on 12/8/20219 on 3/15/202210 on 4/1/202210 on 4/14/202210 on 6/15/202210 on 8/8/202210 on 10/27/202212 on 2/17/202312 on 6/5/202311 on 9/29/202311 on 10/6/202311 on 12/18/202310 on 2/28/2024

RAUM, Historic

500M250M02019202020212022202320242025124437015 on 4/4/2019124437015 on 5/21/2019124437015 on 5/31/2019124437015 on 10/11/2019124437015 on 12/3/2019124437015 on 12/18/2019124437015 on 12/19/2019186063387 on 3/6/2020186063387 on 6/22/2020186063387 on 7/2/2020186063387 on 8/17/2020186063387 on 10/2/2020252815617 on 3/8/2021252815617 on 3/8/2021252815617 on 12/8/2021380540894 on 3/15/2022380540894 on 4/1/2022380540894 on 4/14/2022380540894 on 6/15/2022380540894 on 8/8/2022380540894 on 10/27/2022364461347 on 2/17/2023364461347 on 6/5/2023364461347 on 9/29/2023364461347 on 10/6/2023364461347 on 12/18/2023463720076 on 2/28/2024

No. Clients, Historic

50025002019202020212022202320242025165 on 4/4/2019165 on 5/21/2019165 on 5/31/2019165 on 10/11/2019165 on 12/3/2019165 on 12/18/2019165 on 12/19/2019216 on 3/6/2020216 on 6/22/2020216 on 7/2/2020216 on 8/17/2020216 on 10/2/2020309 on 3/8/2021309 on 3/8/2021309 on 12/8/2021410 on 3/15/2022410 on 4/1/2022410 on 4/14/2022410 on 6/15/2022410 on 8/8/2022410 on 10/27/2022416 on 2/17/2023416 on 6/5/2023416 on 9/29/2023416 on 10/6/2023416 on 12/18/2023487 on 2/28/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 533K 3K –
ADOBE INC COM 248K 447 –
ALPHABET INC CAP STK CL A 3M 18K –
ALPHABET INC CAP STK CL C 2M 11K –
AMAZON COM INC COM 15M 76K –
AMERICAN ELEC PWR CO INC COM 261K 3K –
APPLE INC COM 34M 160K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BLACKSTONE INC COM 1M 12K –
BOEING CO COM 966K 5K –
BROADCOM INC COM 2M 1K –
CHEVRON CORP NEW COM 919K 6K –
CHIPOTLE MEXICAN GRILL INC COM 740K 12K –
COSTCO WHSL CORP NEW COM 1M 1K –
CSW INDUSTRIALS INC COM 265K 1K –
DUKE ENERGY CORP NEW COM NEW 345K 3K –
ELI LILLY & CO COM 4M 5K –
EMERSON ELEC CO COM 202K 2K –
ENTERPRISE PRODS PARTNERS L COM 282K 10K –
EXXON MOBIL CORP COM 3M 28K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 3M 45K –
GE AEROSPACE COM NEW 767K 5K –
GLOBAL X FDS S&P 500 COVERED 308K 8K –
GLOBAL X FDS RUSSELL 2000 700K 44K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 318K 6K –
HOME DEPOT INC COM 495K 1K –
INTERNATIONAL BUSINESS MACHS COM 2M 9K –
INVESCO EXCH TRADED FD TR II KBW PREM YIELD 210K 12K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 8K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 471K 12K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 1M 18K –
INVESCO QQQ TR UNIT SER 1 6M 12K –
ISHARES BITCOIN TR SHS 252K 7K –
ISHARES TR CORE S&P MCP ETF 10M 175K –
ISHARES TR CORE S&P SCP ETF 235K 2K –
ISHARES TR CORE S&P500 ETF 893K 2K –
ISHARES TR S&P 500 GRWT ETF 1M 14K –
ISHARES TR RUS 1000 GRW ETF 396K 1K –
ISHARES TR RUSSELL 2000 ETF 4M 19K –
ISHARES TR EXPANDED TECH 409K 5K –
ISHARES TR PFD AND INCM SEC 207K 7K –
ISHARES TR NATIONAL MUN ETF 527K 5K –
ISHARES TR MSCI ACWI ETF 5M 43K –
ISHARES TR MSCI USA MIN VOL 270K 3K –
ISHARES TR ESG AWR US AGRGT 396K 8K –
ISHARES TR ESG MSCI USA ETF 1M 24K –
ISHARES TR ESG ADV TTL USD 951K 22K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 8M 165K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 2M 48K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 11M 187K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 6M 106K –
JOHNSON & JOHNSON COM 241K 2K –
JPMORGAN CHASE & CO. COM 1M 6K –
LOCKHEED MARTIN CORP COM 361K 772 –
MASTERCARD INCORPORATED CL A 977K 2K –
MCDONALDS CORP COM 527K 2K –
META PLATFORMS INC CL A 3M 6K –
MICROSOFT CORP COM 18M 41K –
MORGAN STANLEY ETF TRUST CALVERT US LARCP 3M 39K –
MORGAN STANLEY ETF TRUST CALVERT US MDCP 345K 6K –
NETFLIX INC COM 313K 463 –
NEXTERA ENERGY INC COM 1M 15K –
NOVO-NORDISK A S ADR 854K 6K –
NUSHARES ETF TR NUVEEN ESG SMLCP 566K 14K –
NUSHARES ETF TR NUVEEN ESG LRGCP 597K 7K –
NUSHARES ETF TR NUVEEN ESG US 410K 19K –
NVIDIA CORPORATION COM 6M 46K –
PACER FDS TR US CASH COWS 100 2M 40K –
PACIFIC BIOSCIENCES CALIF IN COM 33K 24K –
PEPSICO INC COM 294K 2K –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 3M 60K –
PROCTER AND GAMBLE CO COM 481K 3K –
REALTY INCOME CORP COM 205K 4K –
SANGAMO THERAPEUTICS INC COM 9K 25K –
SELECT SECTOR SPDR TR FINANCIAL 2M 47K –
SELECT SECTOR SPDR TR INDL 4M 36K –
SELECT SECTOR SPDR TR TECHNOLOGY 628K 3K –
SERVICENOW INC COM 590K 750 –
SNOWFLAKE INC CL A 5M 38K –
SPDR S&P 500 ETF TR TR UNIT 9M 17K –
SPDR SER TR PRTFLO S&P500 HI 271K 7K –
TEXAS PACIFIC LAND CORPORATI COM 2M 2K –
UBER TECHNOLOGIES INC COM 239K 3K –
UNITEDHEALTH GROUP INC COM 291K 572 –
VANECK ETF TRUST SEMICONDUCTR ETF 432K 2K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 597K 8K –
VANGUARD INDEX FDS TOTAL STK MKT 724K 3K –
VANGUARD INDEX FDS EXTEND MKT ETF 360K 2K –
VANGUARD INDEX FDS VALUE ETF 9M 57K –
VANGUARD INDEX FDS GROWTH ETF 27M 73K –
VANGUARD INDEX FDS LARGE CAP ETF 475K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 9M 51K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 502K 4K –
VERIZON COMMUNICATIONS INC COM 687K 17K –
VISA INC COM CL A 2M 6K –
WALMART INC COM 207K 3K –