BOVEDA ASSET MANAGEMENT, INC
Adviser information for BOVEDA ASSET MANAGEMENT, INC last updated from Form ADV on May 17th, 2023. 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 | North Carolina, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisorCOMMERCIAL MORTGAGES |
Identifiers
| SEC RIA File Number | 802-128169 |
|---|---|
| SEC ERA File Number | 802-128169 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327003 |
| Legal Entity Identifier | 5493006T41CXIV38HJ17 |
Principal Office
15720 BRIXHAM HILL AVENUECHARLOTTE
NC
United States
Monday - Friday, 8:30AM TO 6:00PM
Tel: 888-569-8883, Fax: None
Websites
Chief Compliance Officer
SEAN MICHAELSON
VICE PRESIDENT
15720 BRIXHAM HILL AVENUE
CHARLOTTE
NC
United States
Tel:
8885698883
Fax:
8885695893
I*****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BAM506RE2 | Real Estate Fund | $5.0M | $1.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WITHERSPOON, KENNETH | Individual | – | MANAGING DIRECTOR | 01/2018 | > 75% |