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| Happy Holidays!! thanks for using AUM13F!! |
| Box Financial Advisors LLC
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| CRD # | 155623 |
| SEC # | 801-127749 |
| CIK # | |
| AUM | $95.5 M (2025-04-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 817-865-1811 |
| Address | 1600 W Northwest Hwy Grapevine, TX 76051 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | BFA SPV - Concrete Partners A Series of Aqua Platform Master LLC | [2025-03-31] | 1.4 | 1.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 33.5 |
| (b) Individuals (high net worth individuals) | 88 | 57.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 95.5 |
| By Discretionary | ||
| Discretionary | 575 | 92.6 |
| Non-Discretionary | 9 | 3.0 |
| Total | 584 | 95.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.5 | |
| Total | 584 | 95.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Sydecar | 2809 | ||
| Taylor Hughes | 1540 |
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✚
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OR | 0.1 |
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|
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