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 AVEDOVER
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
M***********@*****************M
(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% |