BOLAN CAPITAL MANAGEMENT, LLC
Adviser information for BOLAN CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,088 | $237.5M |
| Non-Discretionary | 2 | $1.2M |
| Total | 1,090 | $238.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 70 | $33.4M |
| HNW Individuals | 70 | $205.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agentLICENSED TO SELL LIFE,DISABILITY,HEALTH INSURANCE |
Identifiers
| SEC RIA File Number | 801-112851 |
|---|---|
| SEC ERA File Number | 801-112851 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151343 |
| Legal Entity Identifier | None |
Principal Office
1095 NIMITZVIEW DRSUITE 300
CINCINNATI
OH
United States
Monday - Friday, 9AM-5PM
Tel: 513-624-7070, Fax: 866-306-3101
Websites
Chief Compliance Officer
BRIAN BOLAN
PRESIDENT
1095 NIMITZVIEW DR.
SUITE 300
CINCINNATI
OH
United States
Tel:
5136247070
Fax:
8665601412
B**********@*******T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOLAN, BRIAN, PATRICK | Individual | – | PRESIDENT AND SOLE MEMBER | 08/2009 | > 75% |
| BOLAN, BRIAN, PATRICK | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2009 | > 75% |