BOLGIANO CAPITAL MANAGEMENT

Overview

Bolgiano Capital Management is an independent, owner-operated Registered Investment Adviser organized as an LLC that focuses on personalized portfolio management and financial planning for individuals, families and a limited number of institutions. The firm leans heavily toward equity-based strategies, using exchange-traded equities as the core allocation and running most client mandates on a discretionary basis. Service lines include financial planning, portfolio management for both individuals/small businesses and institutions, and pension consulting. Fee arrangements are flexible, incorporating percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm tends to use separately managed accounts and exchange-traded instruments to deliver customized equity exposures and liquidity, while supplementing core equity positions with external real estate managers when alternatives are required. Bolgiano Capital Management lists an accounting affiliation as part of its industry relationships, reflecting a practice that blends investment oversight with tax- and accounting-aware advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices