Form D · Hedge Fund
Box Holdings LP
South San Francisco, CA · CIK 0001704418
Offering snapshot reported Jan 22, 2026 · SEC filing
- Reported sold
- $70.9M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 22, 2026 | Amendment | $70,897,319 | No comparison | Not reported | SEC filing |
| Apr 4, 2025 | Amendment | $62,127,964 | $1,899,369vs Apr 8, 2024 | 44 | SEC filing |
| Apr 8, 2024 | Amendment | $60,228,595 | $2,147,110vs May 30, 2023 | 43 | SEC filing |
| May 30, 2023 | Amendment | $58,081,485 | $51,236vs Apr 14, 2023 | 40 | SEC filing |
| Apr 14, 2023 | Amendment | $58,030,249 | -$8,886,350vs Apr 15, 2022 | 40 | SEC filing |
| Apr 15, 2022 | Amendment | $66,916,599 | $11,701,998vs May 19, 2021 | 40 | SEC filing |
| May 19, 2021 | Amendment | $55,214,601 | $1,000,041vs Apr 22, 2021 | 35 | SEC filing |
| Apr 22, 2021 | Amendment | $54,214,560 | No comparison | Not reported | SEC filing |
| Apr 21, 2020 | Amendment | $52,318,637 | $10,306,283vs Apr 9, 2019 | 34 | SEC filing |
| Apr 9, 2019 | Amendment | $42,012,354 | $25,824,159vs Apr 20, 2018 | 33 | SEC filing |
| Apr 20, 2018 | Amendment | $16,188,195 | $11,038,008vs Apr 20, 2017 | 30 | SEC filing |
| Apr 20, 2017 | Initial | $5,150,187 | No comparison | 11 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-285209
Source: Form D, filed Jan 22, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BOX HOLDINGS LP
Investment adviser: SOUTH BAY PARTNERS LLC
- Gross asset value
- $109M
- Beneficial owners
- 104
- ADV minimum commitment
- $500K
Reported in Form ADV on May 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG LLP
PCAOB 185
INTERACTIVE BROKERS LLC
SEC 8-47257
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
PEAPACK PRIVATE BANK & TRUST
LEI 549300FZJCP0WM3QJH15
PERSHING LLC
SEC 8-17574
WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09
HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558
Filing source
Form ADV 2108373 · May 27, 2026 · Schedule D 7.B.(1), fund 805-2331730257
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Clara Ho | Executive |
| South Bay Partners Llc | Executive |
| Jules Steven Louis Theil | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:South San Francisco, CA, 94080