Boxgroup Five, LP

Fundmanaged by Boxgroup Ventures LLC· Delaware
Vintage
2021
Form D sold
$128M
Reported gross assets
$522M
Form ADV, Apr 1, 2026
MatureClosed to new capitalADV: Venture Capital Fund
More
As of · the latest observation of this vehicle; each figure below carries its own filing date

2 additional placement agents

Every relationship, signal and contact on this record, with the source on each.

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What matters now

  1. +279%
    reported GAV

    Reported gross assets rose from $138M to $522M between the Form ADV filings of 29 Mar 2024 and 1 Apr 2026.

    The fund's assets as the adviser swears them, never its size or dry powder.

    Derivedtwo Form ADV Schedule D filingsFor LPs, secondaries buyersReporting →
Drawing the relationship network…
Amounts, each with its basis
Vintage
2021basis: form d first sale
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
$128Mwhat may be sold, not what was raised; file 021-408478, sworn by the adviser or filed under this vehicle
Form D sold
$128Mas of the filing of Aug 2, 2021, 92 investors
First sale
Jul 20, 2021
Reported GAV
$522Mon the Form ADV filed Apr 1, 2026; the fund's assets, never its size or dry powder
Owners (ADV)
93
Reported on ADV
Mar 31, 2022 to Apr 1, 2026
Fundraising evidence
Closed to new capital
Form D filed or amended 2021-08-02: the stated $127.5M offering reported fully sold (fr-1)
evidence dated Aug 2, 2021.
Lifecycle
Mature
vintage 4 to 7 years
age years: 5first sale: Jul 20, 2021vintage year: 2021adv gav as of: Apr 1, 2026vintage basis: Form d first saleform d sold: $128Mform d offering: $128Mform d latest filed at: Aug 2, 2021
The fund's own reporting through time
7 Form ADV filings
FiledTypeGross asset value OwnersMin. investmentAdviser-ownedAudit
Mar 31, 2022Venture Capital Fund$129M
90$12,5003%yes
May 18, 2022Venture Capital Fund$135M
90$12,5003%yes
Mar 31, 2023Venture Capital Fund$131M
93$12,5003%yes
May 2, 2023Venture Capital Fund$131M
93$12,5003%yes
Aug 22, 2023Venture Capital Fund$131M
93$12,5003%yes
Mar 29, 2024Venture Capital Fund$138M
93$12,5003%yes
Apr 1, 2026Venture Capital Fund$522M
93$12,5003%
Principals and agents
3 principals on Form D, 0 placement agents
  • David L. Tisch Director
  • BoxGroup Five GP, LLC Promoter
  • BoxGroup Ventures LLC Promoter
Service providers
5 named on Form ADV Schedule D and Form D
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
3 relationships, public pensions and the allocator graph, each counted once
AllocatorTypeAmountDateSource
Hillman Family FoundationsFOUNDATION$2.6M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns
Klarman Family FoundationFOUNDATION$6.2M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns
Pershing Square FoundationFOUNDATION$3.9M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
  1. Mar 31, 2022
    Boxgroup Five, LP first reported on Form ADV by Boxgroup Ventures LLC (Venture Capital Fund), GAV $128,954,123
    Fund first reported on Form ADV Fact Form ADV
  2. Aug 2, 2021
    BoxGroup Five, LP filed Form D: $127,500,000 sold of $127,500,000, Venture Capital Fund
    Form D filed Fact Form D
Evidence
16 observations
Every observation on this vehicle
  • Entity type: Limited Partnership Aug 2, 2021 Fact Form D
  • Form D fund type: Venture Capital Fund Aug 2, 2021 Fact Form D
  • Form D industry group: Pooled Investment Fund Aug 2, 2021 Fact Form D
  • Amendment: false Aug 2, 2021 Fact Form D
  • Revenue range (Form D): Decline to Disclose Aug 2, 2021 Fact Form D
  • Incorporated: withinFiveYears Aug 2, 2021 Fact Form D
  • Jurisdiction: Delaware Aug 2, 2021 Fact Form D
  • Amount sold (Form D): $128M Aug 2, 2021 Fact Form D
  • Offering amount (Form D): $128M Aug 2, 2021 Fact Form D
  • Exemptions: 06b, 3C, 3C.7 Aug 2, 2021 Fact Form D
  • First sale: 2021-07-20 Aug 2, 2021 Fact Form D
  • Investors (Form D): 92 Aug 2, 2021 Fact Form D
  • Minimum investment (Form D): 0 Aug 2, 2021 Fact Form D
  • Securities offered: pooled Aug 2, 2021 Fact Form D
  • Office address: Aug 2, 2021 Fact Form D
  • Year of incorporation: 2021 Aug 2, 2021 Fact Form D

Relationships across DFX

on 2 other DFX graphs
Across the graphs

Boxgroup Five, LP is the same institution as 2 records in Allocators and RIA and Wealth.

Allocators1RIA and Wealth1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

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Record history

2 dated events on the change ledger, latest event first
  • Fund first reported on ADV
    2022-03-31source on record
  • Form D filed
    2021-08-02source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.