BOLD MANAGEMENT PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
282526

Firm profile

FINTRX

Overview

Bold Management Partners, LLC is a privately held limited liability company owned by an individual and classified in FINTRX as unclassified. The firm serves as an adviser and sponsor to pooled vehicles, acting in roles such as general partner and managing member. It does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Emillio Barroso

    General PartnerCRD 6609298

  • TEYMOUR BOUTROS-GHALI

    Managing PartnerCRD 6040752

  • NEAL BHADKAMKAR

    General PartnerCRD 6040748

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
225 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth