SANDBOX INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
163451
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Sandbox Investment Management, LLC is an LLC that has been SEC-registered since 2012 and is owned at the entity/individual level. The firm does not present itself as a multi-state adviser, a capital allocator to external managers, or an active ESG investor. Its regulatory/classification status is recorded as unclassified. The firm’s primary business role is operating as a sponsor, general partner, and managing member of pooled investment vehicles. That operating model, together with the absence of reported advisory clients, indicates the firm functions principally as a fund manager rather than a traditional retail or institutional advisory practice.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • ANNAHITA HAGHGOOIE

    MemberCRD 6317509

  • THOMAS HAWES

    PartnerCRD 6317511

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 N Green St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth