BFO INVESTMENTS LLC

Adviser information for BFO INVESTMENTS LLC last updated from Form ADV on January 8th, 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
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 802-80688
SEC ERA File Number 802-80688
SEC CIK Numbers None
SEC CRD Numbers 174084
Legal Entity Identifier 549300S881CKNM1YR605

Principal Office

1111B SOUTH GOVERNORS AVE
DOVER
DE
United States
Monday - Friday, 9-5
Tel: 617-401-2590, Fax: None

Chief Compliance Officer

MARGARET PIERCE
CFO
ONE BROADWAY
CAMBRIDGE
MA
United States
Tel: 617-953-4834
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BELMONT PARTNERS LLC Hedge Fund $60.3M $5.0M 1

Control Persons

Name Type Entity Title Since Ownership
ARAI, MAX, ROBERT Individual HEAD OF TRADE AND RESEARCH 05/2012 < 5%
BERGSTROM, GARY, LEONARD Individual MANAGING MEMBER 05/2012 > 75%
PIERCE, MARGARET, ANN Individual CFO 06/2013 < 5%

No. Employees, Historic

0002020202120222023202420250 on 1/6/20200 on 1/12/20210 on 1/11/20220 on 1/10/20230 on 12/6/20230 on 1/8/2024