SourcingSourcing

BOXER CAPITAL MANAGEMENT, LLC

C42
CRD 330106·SEC 801-130351·SAN DIEGO, CA
AUM
$578.2M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOXER CAPITAL MANAGEMENT, LLC
CRD
330106
SEC file #
801-130351
EIN
990921494
DBA names
—

Economics

AUM
$578.2M
AUM band
$500M-$1B
AUM trajectory
'25'26
$1.39B → $578.2M▼ -58%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
18
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
11 advisors → 8 advisors▼ -27%
Primary office
SAN DIEGO CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
boxercap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOXER HOLDINGS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BOXER HOLDINGS, LP
AYRES, TIFFANY, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOXERCAP.COM
Rdap Domain Creation Date
2018-03-01T22:37:48Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002018299
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2024-10-22
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
9
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001213900-26-057335

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs8
E*trade4
Edgar Addresses
Mailing
12860 EL CAMINO REALSUITE 300SAN DIEGO, CA 92130
Business
12860 EL CAMINO REALSUITE 300SAN DIEGO, CA 92130
Edgar EIN
990921494
Edgar Recent Filings
SCHEDULE 13G2026-05-15 · 0001213900-26-057691
13F-HR2026-05-15 · 0001213900-26-057335
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-01T22:37:48Z
Rdap Domain Last Changed
2024-03-02T15:31:31Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
AYRES, TIFFANY, ANN
Executive Officer · 2.5%
5211563
BEAUCHAMP, MICHAEL
Executive Officer · 2.5%
7991574
DAVIS, AARON, ISAAC
Executive Officer · 2.5%
3074368
Fuglesang, Christopher
Executive Officer · 2.5%
7997435