SANDBOX HOLDINGS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 167419
- Registered since
- April 3, 2013
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Jennifer Naylor
Chief Finance OfficerCRD 6931569
NICHOLAS ROSA
Managing Partner & Co-CEOCRD 5168965
MATTHEW DOWNS
Co-CEO, Managing PartnerCRD 3078061
Contacts
2 of 2Ariel Choi
General CounselCRD 7519915
STEVEN ENGELBERG
Managing DirectorCRD 6179496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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