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Boulevard Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,780,587
Total clients
5
80% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$9,956,117
About
Boulevard Investment Management provides discretionary portfolio management and financial consulting to individual and high-net-worth clients. The firm reports managing about $49.8 million on behalf of five clients and generally requires a $5 million minimum account size (which it may waive in some cases).
The firm delivers individually tailored investment advice and typically operates under discretionary authority, combining ongoing portfolio management with ad hoc financial consulting and planning. Its stated methods include fundamental analysis and a mix of long‑ and short‑term strategies, and it advises across a broad opportunity set including equities, fixed income, ETFs, options, REITs, real estate, private placements, and other alternative investments.
Notably, Boulevard’s client roster and account minimums result in relatively high assets per client compared with many independent peers, reflecting a concentrated, bespoke practice model. The firm’s principal is a CFA charterholder with prior investment banking and institutional asset‑management experience, and the brochure emphasizes due diligence and advisory work on private and direct investments—services that are less common among solo independent advisers.
Client services
Portfolio management
Financial consulting services
Expertise
Private / alternative investments
Real estate investing
Options & derivatives strategies
Wealth management
Fee options
Financial consulting services generally have a fixed fee, negotiable, minimum $10,000
0.95% annually
Account minimum: $5,000,000
Main office location
Boulevard Investment Management LLC
2729 Wilshire Boulevard, Suite 209
Santa Monica CA 90403, United States
Number of offices
1
Most active in
Boulevard Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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