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SANDBRIDGE INVESTMENT MANAGEMENT, LLC

CRD 169112File 801-113657
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$281.6M
Below cohort median (national)
Discretionary AUM
$281.6M
Clients
6
6 accounts
Employees
3
Below cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jul 20, 2018
Principal office
1999 AVENUE OF THE STARS, SUITE 2088, LOS ANGELES, CA, 90067
Phone
424-208-8488

Assets & accounts

ADV Item 5F
Total regulatory AUM
$281.6M
Discretionary AUM
$281.6M
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$46.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles6$281.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$268,284,105$281,608,083increased by$13,323,978
May 1, 2025
vs Oct 1, 2022
AUM$311,660,081$268,284,105decreased by$43,375,976
Apr 1, 2022Clients56increased by1
Apr 1, 2022AUM$155,863,174$311,660,081increased by$155,796,907
Apr 1, 2022Accounts56increased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SANDBRIDGE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANDBRIDGE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.