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PB CAPITAL
BOLGER, PATRICK
CRD 319410 · SEC 801-124977
45 W EASY STREET, SUITE 37, SIMI VALLEY, CA, 93065, United States
Phone
818-553-1626
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-15
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $18.8M |
| High net worth individuals | 10 | $15.1M |
Official SEC filing: View on IAPD