BOGAN ASSOCIATES, LLC

Adviser information for BOGAN ASSOCIATES, LLC 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 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

Identifiers

SEC RIA File Number 802-77011
SEC ERA File Number 802-77011
SEC CIK Numbers None
SEC CRD Numbers 165111
Legal Entity Identifier None

Principal Office

95 CHESTNUT STREET
BOSTON
MA
United States
Monday - Friday, 9AM-5PM
Tel: 617-227-6813, Fax: None

Chief Compliance Officer

ANDREW A. BOGAN
MANAGING MEMBER
95 CHESTNUT STREET
BOSTON
MA
United States
Tel: 415-577-5520
(Full email address available in API data)

Industry Affiliates

BOGAN INVESTMENT ASSOCIATES, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BOGAN SCIENCE FUND, L.P. Hedge Fund $52.9M $0.1M 10

Control Persons

Name Type Entity Title Since Ownership
BOGAN, ANDREW, ALLERTON Individual MANAGING MEMBER 01/2004 50-75%
BOGAN, THOMAS, ROCKWOOD Individual MANAGING MEMBER 01/2004 50-75%

No. Employees, Historic

0002020202120222023202420250 on 3/10/20200 on 3/3/20210 on 3/22/20220 on 3/16/20230 on 3/28/2024