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Adviser Profile

As of Date 02/12/2025
Adviser Type
Number of Employees 3
of those in investment advisory functions 1
Registration SEC, ERA - Withdrawn, 02/28/2024
Other registrations (2)
Former registrations

BOGGESS ASSET MANAGEMENT LLC

AUM* 175,000
of that, discretionary 175,000
Private Fund GAV* 180,000
Avg Account Size 175,000
SMA’s No
Private Funds 3
Contact Info 727 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$180,000