Advisor at Burl Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Burl Investment Management, LLC
Location
Lexington, KY 40502
Credentials
CFA®, Series 63, Series 65
Industry experience
18 years
Mikhail Potapov is a CFA charterholder and principal advisor at Burl Investment Management, LLC with 18 years of industry experience. He previously worked at E. S. Barr & Company for 15 years and has served as a community volunteer. Outside of his advisory role, Mr. Potapov is active in nonprofit organizations related to land conservation and urban forestry, serving in leadership positions such as treasurer and president of local nonprofits. Burl Investment Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, and institutions. The firm employs an active, focused, long-term investment strategy emphasizing fundamental analysis and macroeconomic factors, managing portfolios with a concentrated equity sleeve and a capital preservation–oriented fixed-income sleeve.
Based on Burl Investment Management, LLC
$0 - $10 million: 0.50% annually (50 basis points) Over $10 million+: Negotiable
Account minimum: $100,000
620 Euclid Ave, Suite 200
Lexington, KY 40502
Kentucky
Burl Investment Management, LLC
2022 - Present (4 years)
Community Volunteer
2021 - 2022 (1 year)
E. S. Barr & Company
2006 - 2021 (15 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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