Boardwalk Investment Group LP
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 342867
- Registered since
- September 11, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Boardwalk Investment Group LP is organized as a limited partnership and is registered with the SEC in 2026. The firm is newly formed and structured under a domestic entity and individual ownership mix. Its stated advisory activity is portfolio management for pooled investment vehicles, indicating the business model centers on managing funds rather than delivering one-off advisory relationships or acting as a multi-family office. Fee arrangements combine a percentage-of-AUM component with performance-based fees, suggesting strategies that align manager compensation with investment performance. The firm does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not designated as a capital allocator. It is not listed as a pension consultant or a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Michael Goldberg
Founder, Managing Partner and CIOCRD 5010802
Contacts
1 of 1Morris Tucker
CRD 6024439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3350 Virginia St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Daybright Advisory Services, Inc.
RIAMiami, FL
Bulltick Wealth Management, LLC
RIAMiami, FL
GFG Capital
RIAMiami, FL
Lorient Capital Management, LLC
RIAMiami, FL
HQ Capital Private Equity LLC
RIAMiami, FL
Azimut Investment Advisors LLC
RIAMiami, FL