← Back to search
BOULEVARD INVESTMENT MANAGEMENT LLC
CRD 314665
2729 WILSHIRE BOULEVARD, SUITE 209, SANTA MONICA, CA, 90403, United States
Phone
310-709-4668
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.8M
Discretionary AUM
$49.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $170K |
| High net worth individuals | 4 | $49.6M |
Official SEC filing: View on IAPD