BOSTON OMAHA ASSET MANAGEMENT
BOAM RIA LLC Legal Name
Adviser information for BOSTON OMAHA ASSET MANAGEMENT last updated from Form ADV on March 28th, 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 | 12 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 5 | $144.1M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $144.1M |
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 | 5 | $144.1M |
| 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 pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesPROPERTY DISPOSITION, ACQUISITION, AND OPERATIONS MANAGEMENT FEE |
Identifiers
| SEC RIA File Number | 801-127986 |
|---|---|
| SEC ERA File Number | 801-127986 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324144 |
| Legal Entity Identifier | None |
Principal Office
1601 DODGE STREET SUITE 3300OMAHA
NE
United States
Monday - Friday, 8:00 AM - 5:30 PM
Tel: 402-509-8456, Fax: None
Chief Compliance Officer
JESSICA HAYES
34 KEUKA SHORES LANE
PENN YAN
NY
United States
Tel:
402-210-2633
J******@**************M
(Full email address available in API data)
Industry Affiliates
| BOAM FUND ONE: GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BOSTON OMAHA ASSET MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
| BOULDERADO GROUP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GENERAL INDEMNITY GROUP, LLC | Insurance company or agency |
| LOGIC REAL ESTATE COMPANIES LLC | Real estate broker or dealer |
| THE MAGNOLIA GROUP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 24TH STREET FUND I, LLC | Real Estate Fund | $41.8M | $0.1M | 47 |
| 24TH STREET FUND II, LLC | Real Estate Fund | $52.3M | $0.1M | 73 |
| BORE FOURTH STREET, LLC | Real Estate Fund | $3.6M | $0.0M | 31 |
| BORE HIRSCH, LLC | Real Estate Fund | $15.9M | $0.1M | 46 |
| FUND ONE: BOSTON OMAHA BUILD FOR RENT LP | Real Estate Fund | $30.5M | $0.3M | 33 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Hayes, Jessica, Lynn | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |
| BOAM B LLC | Domestic Entity | – | MANAGING MEMBER | 09/2022 | > 75% |
| KEATING, BRENDAN, JOSEPH | Individual | – | MANAGER | 01/2023 | < 5% |
| PETERSON, ADAM, KENNETH | Individual | – | MANAGER | 01/2023 | < 5% |
| ROZEK, ALEXANDER, BUFFETT | Individual | – | MANAGER | 01/2023 | < 5% |
| BOSTON OMAHA ASSET MANAGEMENT, LLC | Domestic Entity | BOAM B LLC | MEMBER/MANAGER | 09/2022 | > 75% |
| KEATING, BRENDAN, JOSEPH | Individual | BOSTON OMAHA ASSET MANAGEMENT, LLC | MEMBER/MANAGER | 01/2023 | |
| BOSTON OMAHA CORPORATION | Domestic Entity | BOSTON OMAHA ASSET MANAGEMENT, LLC | MEMBER/MANAGER | 09/2017 | > 75% |
| PETERSON, ADAM, KENNETH | Individual | BOSTON OMAHA ASSET MANAGEMENT, LLC | MEMBER/MANAGER | 09/2017 | |
| ROZEK, ALEXANDER, BUFFETT | Individual | BOSTON OMAHA ASSET MANAGEMENT, LLC | MEMBER/MANAGER | 09/2017 |