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| Sandbox Financial Partners LLC
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| |
|---|---|
| CRD # | 297858 |
| SEC # | 801-113779 |
| CIK # | 0001844892 |
| AUM | $463.7 MM (2024-06-04) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 301-214-4190 |
| Address | 6903 Rockledge Drive Bethesda, MD 20817 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 33.8 | |
| MSFT | 1,918,222.4 | 18.4 | |
| AMZN | 1,092,997.8 | 14.7 | |
| NVDA | 399,550.0 | 5.7 | |
| SNOW | 45,730.1 | 5.2 | |
| LLY | 301,789.7 | 4.2 | |
| GOOGL | 1,475,138.5 | 3.4 | |
| XOM | 385,508.3 | 3.3 | |
| META | 434,852.0 | 2.8 | |
| GOOG | 1,482,566.4 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 34.9 |
| (b) Individuals (high net worth individuals) | 215 | 359.8 |
| (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 | 21 | 62.0 |
| (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 | 6 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,306 | 463.7 |
| By Discretionary | ||
| Discretionary | 1,215 | 420.2 |
| Non-Discretionary | 91 | 43.5 |
| Total | 1,306 | 463.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.0 | |
| United States Persons | 452.7 | |
| Total | 1,306 | 463.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844892] |
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