SANDBOX FINANCIAL PARTNERS, LLC
CRD #297858 SEC #801-113779 BETHESDA, MD (301) 214-4190
SEC Registered
Total AUM
$575.2M
Discretionary
$525.7M
Employees
11
Clients
26
Accounts
1,444
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $575.2M | $525.7M | $49.5M | 11 | 0 |
| Oct 2025 | $575.2M | $525.7M | $49.5M | 11 | 0 |
| Mar 2025 | $575.2M | $525.7M | $49.5M | 11 | 0 |
| Mar 2025 | $575.2M | $525.7M | $49.5M | 11 | 0 |
| Feb 2025 | $575.2M | $525.7M | $49.5M | 11 | 0 |
| Nov 2024 | $463.7M | $420.2M | $43.5M | 10 | 0 |
| Jun 2024 | $463.7M | $420.2M | $43.5M | 10 | 0 |
| Feb 2024 | $463.7M | $420.2M | $43.5M | 10 | 0 |
| Dec 2023 | $364.5M | $330.3M | $34.1M | 11 | 0 |
| Oct 2023 | $364.5M | $330.3M | $34.1M | 11 | 0 |
| Sep 2023 | $364.5M | $330.3M | $34.1M | 11 | 0 |
| Jun 2023 | $364.5M | $330.3M | $34.1M | 12 | 0 |
| Feb 2023 | $364.5M | $330.3M | $34.1M | 12 | 0 |
| Oct 2022 | $380.5M | $343.8M | $36.7M | 10 | 0 |
| Aug 2022 | $380.5M | $343.8M | $36.7M | 10 | 0 |
| Jun 2022 | $380.5M | $343.8M | $36.7M | 10 | 0 |
| Apr 2022 | $380.5M | $343.8M | $36.7M | 10 | 0 |
| Apr 2022 | $380.5M | $343.8M | $36.7M | 10 | 0 |
| Mar 2022 | $380.5M | $343.8M | $36.7M | 9 | 0 |
| Dec 2021 | $252.8M | $226.4M | $26.4M | 9 | 0 |
| Mar 2021 | $252.8M | $226.4M | $26.4M | 7 | 0 |
| Oct 2020 | $186.1M | $168.6M | $17.4M | 6 | 0 |
| Aug 2020 | $186.1M | $168.6M | $17.4M | 6 | 0 |
| Jul 2020 | $186.1M | $168.6M | $17.4M | 6 | 0 |
| Jun 2020 | $186.1M | $168.6M | $17.4M | 6 | 0 |
| Mar 2020 | $186.1M | $168.6M | $17.4M | 6 | 0 |
| Dec 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| Dec 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| Dec 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| Oct 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| May 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| May 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| Apr 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| Mar 2019 | $124.4M | $111.8M | $12.7M | 5 | 0 |
| Dec 2018 | $116.2M | $116.2M | $0 | 5 | 0 |
| Dec 2018 | $116.2M | $116.2M | $0 | 5 | 0 |
| Dec 2018 | $0 | $0 | $0 | 5 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
| Aug 2018 | $0 | $0 | $0 | 4 | 0 |
| Aug 2018 | $0 | $0 | $0 | 4 | 0 |
| Jul 2018 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$575.2M
Discretionary$525.7M
Non-Disc.$49.5M
Employees11
Clients0
DateOct 2025
Total AUM$575.2M
Discretionary$525.7M
Non-Disc.$49.5M
Employees11
Clients0
DateMar 2025
Total AUM$575.2M
Discretionary$525.7M
Non-Disc.$49.5M
Employees11
Clients0
DateMar 2025
Total AUM$575.2M
Discretionary$525.7M
Non-Disc.$49.5M
Employees11
Clients0
DateFeb 2025
Total AUM$575.2M
Discretionary$525.7M
Non-Disc.$49.5M
Employees11
Clients0
DateNov 2024
Total AUM$463.7M
Discretionary$420.2M
Non-Disc.$43.5M
Employees10
Clients0
DateJun 2024
Total AUM$463.7M
Discretionary$420.2M
Non-Disc.$43.5M
Employees10
Clients0
DateFeb 2024
Total AUM$463.7M
Discretionary$420.2M
Non-Disc.$43.5M
Employees10
Clients0
DateDec 2023
Total AUM$364.5M
Discretionary$330.3M
Non-Disc.$34.1M
Employees11
Clients0
DateOct 2023
Total AUM$364.5M
Discretionary$330.3M
Non-Disc.$34.1M
Employees11
Clients0
DateSep 2023
Total AUM$364.5M
Discretionary$330.3M
Non-Disc.$34.1M
Employees11
Clients0
DateJun 2023
Total AUM$364.5M
Discretionary$330.3M
Non-Disc.$34.1M
Employees12
Clients0
DateFeb 2023
Total AUM$364.5M
Discretionary$330.3M
Non-Disc.$34.1M
Employees12
Clients0
DateOct 2022
Total AUM$380.5M
Discretionary$343.8M
Non-Disc.$36.7M
Employees10
Clients0
DateAug 2022
Total AUM$380.5M
Discretionary$343.8M
Non-Disc.$36.7M
Employees10
Clients0
DateJun 2022
Total AUM$380.5M
Discretionary$343.8M
Non-Disc.$36.7M
Employees10
Clients0
DateApr 2022
Total AUM$380.5M
Discretionary$343.8M
Non-Disc.$36.7M
Employees10
Clients0
DateApr 2022
Total AUM$380.5M
Discretionary$343.8M
Non-Disc.$36.7M
Employees10
Clients0
DateMar 2022
Total AUM$380.5M
Discretionary$343.8M
Non-Disc.$36.7M
Employees9
Clients0
DateDec 2021
Total AUM$252.8M
Discretionary$226.4M
Non-Disc.$26.4M
Employees9
Clients0
DateMar 2021
Total AUM$252.8M
Discretionary$226.4M
Non-Disc.$26.4M
Employees7
Clients0
DateOct 2020
Total AUM$186.1M
Discretionary$168.6M
Non-Disc.$17.4M
Employees6
Clients0
DateAug 2020
Total AUM$186.1M
Discretionary$168.6M
Non-Disc.$17.4M
Employees6
Clients0
DateJul 2020
Total AUM$186.1M
Discretionary$168.6M
Non-Disc.$17.4M
Employees6
Clients0
DateJun 2020
Total AUM$186.1M
Discretionary$168.6M
Non-Disc.$17.4M
Employees6
Clients0
DateMar 2020
Total AUM$186.1M
Discretionary$168.6M
Non-Disc.$17.4M
Employees6
Clients0
DateDec 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateDec 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateDec 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateOct 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateMay 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateMay 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateApr 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateMar 2019
Total AUM$124.4M
Discretionary$111.8M
Non-Disc.$12.7M
Employees5
Clients0
DateDec 2018
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0