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Fund Manager

Box Financial Advisors

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BA
Box Financial Advisors

Fund Manager

Primary Strategy: Venture Capital

Year Founded: 2010

Number of Employees: 4

Ownership: Privately Held

Year End: December

Description

We are a firm that provides comprehensive financial advice to our clients on a fixed cost basis. Our goal is to come along side and partner with you to help you make wise financial decisions regarding the resources that have been entrusted to you. Our model permits us to not only accomplish this ongoing relational counsel, but also allows us to provide advice in areas that are often overlooked by

Contact

Website: Link to website

LinkedIn: linkedin.com/company/box-financial-advisors

Address

1600 W Northwest Hwy, Suite 300, Grapevine, Texas, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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