Bossert Capital LLC

Overview

Bossert Capital LLC is a small, individually owned advisory firm focused on portfolio management for individuals and small businesses. The firm operates as an LLC and serves a private-client base rather than institutional investors. Its stated fee model combines a percentage-of-AUM charge with performance-based fees. Bossert does not position itself as an active ESG investor and is not identified as a capital allocator; its services are concentrated on discretionary portfolio management rather than pension consulting or related-adviser activities.

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Public Holdings

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Location & Offices