DFX Intelligence
Sandbox Insurtech Fund, LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
HarvestFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
Nothing material in the last 365 days. Last change: 18 Dec 2019, Latest Form D filed on 18 Dec 2019: $43.9M sold of $150M offered, 6 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2018basis: 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
- $150Mwhat may be sold, not what was raised; file 021-328590, sworn by the adviser or filed under this vehicle
- Form D sold
- $43.9Mas of the filing of Dec 18, 2019, 6 investors
- First sale
- Dec 31, 2018
- Reported GAV
- $77.7Mon the Form ADV filed Mar 25, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 6
- Reported on ADV
- Feb 28, 2019 to Mar 25, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2019-12-18, older than 15 months (fr-1)
evidence dated Dec 18, 2019.
Lifecycle
Harvest
Lifecycle
vintage over 7 years, still reported
age years: 8first sale: Dec 31, 2018vintage year: 2018adv gav as of: Mar 25, 2026vintage basis: Form d first saleform d sold: $43.9Mform d offering: $150Mform d latest filed at: Dec 18, 2019
The fund's own reporting through time
9 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Feb 28, 2019 | Venture Capital Fund | $33.7M | 5 | $200,000 | 2% | yes | |
| Mar 24, 2020 | Venture Capital Fund | $42.3M | 6 | $200,000 | 2% | yes | |
| Mar 26, 2021 | Venture Capital Fund | $43.3M | 6 | $200,000 | 2% | yes | |
| Apr 2, 2021 | Venture Capital Fund | $43.3M | 6 | $200,000 | 2% | yes | |
| Mar 29, 2022 | Venture Capital Fund | $60.8M | 6 | $200,000 | 2% | yes | |
| Mar 29, 2023 | Venture Capital Fund | $82.3M | 6 | $200,000 | 2% | yes | |
| Jan 10, 2024 | Venture Capital Fund | $82.3M | 6 | $200,000 | 2% | yes | |
| Mar 29, 2024 | Venture Capital Fund | $83.3M | 6 | $200,000 | 2% | yes | |
| Mar 25, 2026 | Venture Capital Fund | $77.7M | 6 | $200,000 | 2% |
Principals and agents
3 principals on Form D, 0 placement agents
- Nick Rosa Executive Officer
- Christopher Zock Executive Officer
- Matthew Downs Executive Officer
Service providers
3 named on Form ADV Schedule D and Form D
- AuditorPLANTE & MORAN, PLLC · CHICAGO, Illinois, United StatesForm ADV filed Mar 25, 2026 reports.adviserinfo.sec.gov
- AdministratorCarta · SAN FRANCISCO, California, United StatesForm ADV filed Mar 25, 2026 reports.adviserinfo.sec.gov
- CustodianSilicon Valley Bank · SANTA CLARA, California, United StatesForm ADV filed Mar 25, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).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
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
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
4 events
- Mar 29, 2023Administrator changed: Carta replaced ULTIMUS FUND SOLUTIONS, LLC, first reported on the Form ADV filed March 29, 2023 (previous filing March 29, 2022)Administrator changed Fact Form ADV
- Dec 18, 2019Sandbox Insurtech Fund, LP filed Form D/A: $43,877,551 sold of $150,000,000, Venture Capital FundForm D filed Fact Form D
- Feb 28, 2019Sandbox Insurtech Fund, LP first reported on Form ADV by Sandbox Industries (Venture Capital Fund), GAV $33,673,469Fund first reported on Form ADV Fact Form ADV
- Dec 20, 2018Sandbox Insurtech Fund, LP filed Form D: no sales yet of $150,000,000, Venture Capital FundForm D filed Fact Form D
Evidence
47 observations
Every observation on this vehicle
- Entity type: Limited Partnership Fact Form D
- Entity type: Limited Partnership Dec 18, 2019 Fact Form D
- Entity type: Limited Partnership Dec 20, 2018 Fact Form D
- Form D fund type: Venture Capital Fund Fact Form D
- Form D fund type: Venture Capital Fund Dec 18, 2019 Fact Form D
- Form D fund type: Venture Capital Fund Dec 20, 2018 Fact Form D
- Form D industry group: Pooled Investment Fund Fact Form D
- Form D industry group: Pooled Investment Fund Dec 18, 2019 Fact Form D
- Form D industry group: Pooled Investment Fund Dec 20, 2018 Fact Form D
- Amendment: true Fact Form D
- Amendment: true Dec 18, 2019 Fact Form D
- Amendment: false Dec 20, 2018 Fact Form D
- Revenue range (Form D): Not Applicable Fact Form D
- Revenue range (Form D): Not Applicable Dec 18, 2019 Fact Form D
- Revenue range (Form D): Not Applicable Dec 20, 2018 Fact Form D
- Incorporated: withinFiveYears Fact Form D
- Incorporated: withinFiveYears Dec 18, 2019 Fact Form D
- Incorporated: withinFiveYears Dec 20, 2018 Fact Form D
- Jurisdiction: Delaware Fact Form D
- Jurisdiction: Delaware Dec 18, 2019 Fact Form D
- Jurisdiction: Delaware Dec 20, 2018 Fact Form D
- Amount sold (Form D): $43.9M Fact Form D
- Amount sold (Form D): $43.9M Dec 18, 2019 Fact Form D
- Amount sold (Form D): $0 Dec 20, 2018 Fact Form D
- Offering amount (Form D): $150M Fact Form D
- Offering amount (Form D): $150M Dec 18, 2019 Fact Form D
- Offering amount (Form D): $150M Dec 20, 2018 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Dec 18, 2019 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Dec 20, 2018 Fact Form D
- First sale: 2018-12-31 Fact Form D
- First sale: 2018-12-31 Dec 18, 2019 Fact Form D
- Investors (Form D): 6 Fact Form D
- Investors (Form D): 6 Dec 18, 2019 Fact Form D
- Investors (Form D): 0 Dec 20, 2018 Fact Form D
- Minimum investment (Form D): 0 Fact Form D
- Minimum investment (Form D): 0 Dec 18, 2019 Fact Form D
- Minimum investment (Form D): 0 Dec 20, 2018 Fact Form D
- Securities offered: pooled Fact Form D
- Securities offered: pooled Dec 18, 2019 Fact Form D
- Securities offered: pooled Dec 20, 2018 Fact Form D
- Office address: Fact Form D
- Office address: Dec 18, 2019 Fact Form D
- Office address: Dec 20, 2018 Fact Form D
- Year of incorporation: 2018 Fact Form D
- Year of incorporation: 2018 Dec 18, 2019 Fact Form D
- Year of incorporation: 2018 Dec 20, 2018 Fact Form D
Relationships across DFX
on 1 other DFX graph
Across the graphs
Sandbox Insurtech Fund, LP is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Record history
3 dated events on the change ledger, latest event first
- Form D filed2019-12-18source on record
- Fund first reported on ADV2019-02-28source on record
- Form D filed2018-12-20source 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.