Hedge fund profile
Box Holdings LP
Box Holdings LP is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is South Bay Partners LLC, based in South San Francisco, California, United States.
$105.1Mgross assets
$500Kminimum
107owners
3(c)(7)exemption
Disclosure fields
Fund facts
SEC private fund ID805-2331730257
Reference ID231824
JurisdictionDelaware, United States
Fund of fundsNo
Master fundNo
Feeder fundNo
Non-US ownership33%
Assets valued100%
Annual auditYes
GAAPYes
Source periodJanuary 2026
Date submitted01/14/2026
Adviser
TypeExempt reporting adviser
SEC number802-129262
CRD307534
Regulatory AUM$105.1M
Compliance signals
Exempt from registration Sales limitation not marked Prime brokers reported Custodians reported
Service providers
Reported counterparties
General partners
South Bay Partners LLC
Auditors
ERNST & YOUNG LTD.
Prime brokers
INTERACTIVE BROKERS LLCM. S. HOWELLS & CO.
Custodians
JPMORGAN CHASE BANK, N.A.WELLS FARGO BANK, N.A.INTERACTIVE BROKERS LLCPERSHING LLCPEAPACK PRIVATE BANK & TRUST
Administrators
PIEDMONT FUND SERVICES, INC.
Marketers
HOLLISTER ASSOCIATES, LLC