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| Box Financial Advisors LLC
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|---|---|
| CRD # | 155623 |
| SEC # | 801-127749 |
| CIK # | |
| AUM | 96.9 M (2026-03-27) |
| Employees | 4 (75% 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 | AUM |
|---|---|---|---|---|
| VC | BFA SPV - Concrete Partners A Series of Aqua Platform Master LLC | [2025-03-31] | 1.4 M | 1.4 M |
| Offered $1,350,000 · Filed 2024-08-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 20.2 |
| (b) Individuals (high net worth individuals) | 108 | 71.0 |
| (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 | 3 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 932 | 96.9 |
| By Discretionary | ||
| Discretionary | 889 | 93.4 |
| Non-Discretionary | 43 | 3.5 |
| Total | 932 | 96.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 96.9 | |
| Total | 932 | 96.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sydecar | Director | 4786 | 74 | |
| Taylor Hughes | Executive Officer | 1540 | 42 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 96 |
| Serves | Institutional, Retail, Research |
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