Investment adviser · CRD 163451

SANDBOX INVESTMENT MANAGEMENT, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

CHICAGO, IL, United States · Form ADV filed Mar 25, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLUECROSS BLUESHIELD VENTURE PARTNERS II, L.P.Venture Capital Fund · Last reported Mar 25, 2026$64.7MGross asset value

Form D fundraising filings

BLUECROSS BLUESHIELD VENTURE PARTNERS II, L.P.

Fund administrator ULTIMUS FUND SOLUTIONS LLC ROLLING MEADOWS, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-1770377220
Reported beneficial owners
24
Minimum commitment
$2M
Form D file number
021-157765

Form ADV 2061998 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUECROSS BLUESHIELD VENTURE PARTNERS, L.P.Venture Capital Fund · Last reported Mar 25, 2026$36.9MGross asset value
Fund administrator ULTIMUS FUND SOLUTIONS LLC ROLLING MEADOWS, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-7523735749
Reported beneficial owners
12
Minimum commitment
$1.16M
Form D file number
021-120156

Form ADV 2061998 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SANDBOX ADVANTAGE FUND, L.P.Venture Capital Fund · Last reported Mar 25, 2026$12MGross asset value

Form D fundraising filings

Sandbox Advantage Fund, L.P.

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian SQUARE 1 BANK, A DIVISION OF PACIFIC WESTERN BANK DURHAM, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source
Fund ID
805-1115947676
Reported beneficial owners
18
Minimum commitment
$100K
Form D file number
021-171716

Form ADV 2061998 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SANDBOX CO-INVESTMENT FUND I, L.P.Venture Capital Fund · Last reported Mar 25, 2026$11.1MGross asset value
Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian SQUARE 1 BANK, A DIVISION OF PACIFIC WESTERN BANK DURHAM, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source
Fund ID
805-1507117439
Reported beneficial owners
2
Minimum commitment
$100K

Form ADV 2061998 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HEALTHBOX BOSTON I LLCVenture Capital Fund · Last reported Mar 28, 2014$1.7MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5347102591
Reported beneficial owners
4
Minimum commitment
$50K

Form ADV 805603 · Mar 28, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HEALTHBOX, LLCVenture Capital Fund · Last reported Mar 28, 2014$1MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4165288368
Reported beneficial owners
9
Minimum commitment
$10K

Form ADV 805603 · Mar 28, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SANDBOX VENTURES, L.P.Venture Capital Fund · Last reported Mar 28, 2017$202KGross asset value
Fund administrator WOODFIELD FUND ADMINISTRATION LLC ROLLING MEADOWS, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE MORAN CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-4331226451
Reported beneficial owners
27
Minimum commitment
$1
Form D file number
021-115979

Form ADV 1099093 · Mar 28, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

200 N. GREEN STREET, FLOOR 3, C/O SANDBOX INDUSTRIES
CHICAGO, IL, 60607, United States

CRD 163451

Filing source

Form ADV 2061998 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.