BOXGROUP VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306269
Registered since
December 5, 2019

Firm profile

FINTRX

Overview

Boxgroup Ventures LLC is a limited liability company that operates as a sponsor and general partner of pooled investment vehicles focused on venture capital. Registered with the SEC in 2019 and owned by an individual, the firm’s activity centers on managing private venture funds rather than providing traditional advisory services to retail or separate-account clients. It is not classified as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a capital allocator in the dataset provided. As sponsor and managing member of its funds, Boxgroup Ventures LLC structures and stewards pooled LP vehicles, sources deal flow, and oversees portfolio company governance. The firm’s regulatory footprint and reported activity indicate a fund-centric business model: capital is raised into closed-end vehicles and deployed into private companies rather than held as discretionary advisory AUM on behalf of individual advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brian Aledort

    Chief Financial OfficerCRD 7796055

Contacts

1 of 1
  • David Tisch

    InvestorCRD 7206419

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Little West 12th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth