BLOOM INVESTMENT ADVISORS, LLC
Adviser information for BLOOM INVESTMENT ADVISORS, LLC last updated from Form ADV on March 21st, 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 | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 28,675 | $3.7M |
| Total | 28,675 | $3.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28,221 | $3.4M |
| HNW Individuals | 454 | $314,703 |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | Subscription feesDEPOSIT FEES AND VOLUNTARY TIPS |
Identifiers
| SEC RIA File Number | 801-122795 |
|---|---|
| SEC ERA File Number | 801-122795 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317405 |
| Legal Entity Identifier | None |
Principal Office
2261 MARKET STREET#4942
SAN FRANCISCO
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 323-879-8385, Fax: None
Chief Compliance Officer
SAMUEL YANG
2261 MARKET STREET
#4942
SAN FRANCISCO
CA
United States
Tel:
+14083329607
S**@***********O
(Full email address available in API data)
Regulatory Contact
ALLAN MAMAN
CEO
2261 MARKET STREET
#4942
SAN FRANCISCO
CA
United States
Tel:
323-879-8385
A****@***********O
(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 |
|---|---|---|---|---|---|
| CONTOUR LABS, INC. | Domestic Entity | – | MEMBER | 09/2021 | > 75% |
| MO, SUNG HYUN | Individual | CONTOUR LABS, INC. | SHAREHOLDER | 06/2021 | > 75% |
| MAMAN, ALLAN, NMN | Individual | – | CEO | 04/2023 | < 5% |
| Yang, Samuel, Qimeng | Individual | – | CCO | 01/2024 | < 5% |