Sandbox Financial Partners is an investment advisor in Bethesda with $364.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821525822
SEC advisor number
801-113779
FINRA CRD number
297858
AUM ?
$364.46 mm
(as of 5 Jun 23)
Accounts
1,191
(as of 5 Jun 23)
Employees
12
(7 investment advisory or research)
Office hours
Monday - Friday, 8:00AM TO 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Salcetti, Andrew, Joseph | Chief Operations Officer and Chief Compliance Officer | 07/2018 | 10-25% |
Salcetti, Brian, Charles | Chief Executive Officer, Managing Partner and Managing Member | 07/2018 | 25-50% |
Bohlander, Frederick, John | Managing Partner | 07/2018 | 25-50% |
Millard, Blake, Barrett | VP, Director of Investments | 10/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22