SANDBOX INVESTMENT MANAGEMENT, LLC

Adviser information for SANDBOX INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 29th, 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 0
Investment Advisory/Research 0
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 No

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 0 $0
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 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-75424
SEC ERA File Number 802-75424
SEC CIK Numbers None
SEC CRD Numbers 163451
Legal Entity Identifier None

Principal Office

333 N. GREEN STREET
SUITE 802, C/O SANDBOX INDUSTRIES
CHICAGO
IL
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 312-243-4100, Fax: 312-243-4110

Chief Compliance Officer

None

Industry Affiliates

SANDBOX ADVANTAGE ASSOCIATES, LLC Sponsor, GP, manager of pooled investment vehicles
SANDBOX CO-INVESTMENT, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BLUECROSS BLUESHIELD VENTURE PARTNERS II, L.P. Venture Capital Fund $50.5M $2.0M 24
BLUECROSS BLUESHIELD VENTURE PARTNERS, L.P. Venture Capital Fund $35.2M $1.2M 12
SANDBOX ADVANTAGE FUND, L.P. Venture Capital Fund $9.9M $0.1M 17
SANDBOX CO-INVESTMENT FUND I, L.P. Venture Capital Fund $12.0M $0.1M 2

Control Persons

Name Type Entity Title Since Ownership
SANDBOX RLD, LLC Domestic Entity MEMBER, MANAGER 03/2008 > 75%
SANDBOX INDUSTRIES MANAGER, LLC Domestic Entity SANDBOX RLD, LLC MEMBER, MANAGER 08/2008 > 75%
ROSA, NICHOLAS Individual SANDBOX INDUSTRIES MANAGER, LLC MANAGER 08/2008
DOWNS, MATTHEW, JOHN Individual SANDBOX INDUSTRIES MANAGER, LLC MANAGER 08/2008
HAGHGOOIE, ANNAHITA Individual MEMBER 04/2014 5-10%
HAWES, THOMAS Individual MEMBER 04/2014 5-10%

No. Employees, Historic

0002020202120222023202420250 on 3/24/20200 on 3/26/20210 on 4/2/20210 on 3/29/20220 on 3/29/20230 on 3/29/2024