BOUNTIFUL INVESTMENT MANAGEMENT LLC
Adviser information for BOUNTIFUL INVESTMENT MANAGEMENT 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 | Rhode Island, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 638 | $106.1M |
| Total | 638 | $106.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 447 | $80.1M |
| HNW Individuals | 14 | $26.0M |
| 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 | 6 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshopsCOLLEGE COURSES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 106.1M |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC WRAP FEE PROGRAM | BROOKSTONE CAPITAL MANAGEMENT LLC |
Identifiers
| SEC RIA File Number | 801-129843 |
|---|---|
| SEC ERA File Number | 801-129843 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281437 |
| Legal Entity Identifier | None |
Principal Office
225 NEWMAN AVESUITE 303
RUMFORD
RI
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 401-305-2626, Fax: None
Websites
Chief Compliance Officer
MANUEL R. REZENDES
MANAGING MEMBER
225 NEWMAN AVE
SUITE 303
RUMFORD
RI
United States
Tel:
401-305-2626
M********@*****************M
(Full email address available in API data)
Industry Affiliates
| EUCLID FINANCIAL SERVICES INSURANCE GROUP LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REZENDES, MANUEL, RAPOSA | Individual | – | MEMBER AND CHIEF COMPLIANCE OFFICER | 08/2015 | 10-25% |
| WELLS, JOSHUA, JON | Individual | – | MANAGING MEMBER | 08/2015 | > 75% |