BOSSLIFE
BOSSLIFE INVESTMENTS US, INC. Legal Name
Adviser information for BOSSLIFE last updated from Form ADV on March 13th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | TBD |
Identifiers
| SEC RIA File Number | 801-114345 |
|---|---|
| SEC ERA File Number | 801-114345 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298479 |
| Legal Entity Identifier | None |
Principal Office
180 JOHN STREETTORONTO
Canada
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 647-490-2677, Fax: None
Chief Compliance Officer
SCOTT GOTTLIEB
125 PIPERS HILL ROAD
WILTON
CT
United States
Tel:
888-798-2930
S****@*******************S
(Full email address available in API data)
Regulatory Contact
AMY MARTIN
CHIEF EXECUTIVE OFFICER
500 KING STREET WEST
3RD FLOOR
TORONTO
Canada
Tel:
647-490-2677
A**@*******************S
(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 |
|---|---|---|---|---|---|
| BOSSLIFE INVESTMENTS INC. | Foreign Entity | – | SOLE SHAREHOLDER | 06/2018 | > 75% |
| GOTTLIEB, SCOTT, ERIC | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2018 | < 5% |
| Martin, Amy | Individual | BOSSLIFE INVESTMENTS INC. | SHAREHOLDER | 06/2018 | > 75% |