SANDBOX HOLDINGS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
167419
Registered since
April 3, 2013

Firm profile

FINTRX

Overview

Sandbox Holdings, LLC is an SEC-registered limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. Registered in 2013, the firm is structured with a mix of a domestic entity and individual ownership. It is not classified under a specific advisory subtype and does not function as a capital allocator in the traditional discretionary wealth-management sense. Sandbox Holdings does not position itself as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or related-adviser services. The firm’s visible activity centers on running private investment vehicles rather than maintaining retail advisory relationships. Its regulatory profile and listed affiliations indicate it takes on sponsor, GP and managing-member roles for funds it originates or manages, which implies hands-on involvement in fund governance and deal execution rather than acting solely as a third-party allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jennifer Naylor

    Chief Finance OfficerCRD 6931569

  • NICHOLAS ROSA

    Managing Partner & Co-CEOCRD 5168965

  • MATTHEW DOWNS

    Co-CEO, Managing PartnerCRD 3078061

Contacts

2 of 2
  • Ariel Choi

    General CounselCRD 7519915

  • STEVEN ENGELBERG

    Managing DirectorCRD 6179496

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 N Green St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth