Bossert Capital LLC

Overview

Bossert Capital LLC is an individually owned limited liability company that provides discretionary portfolio management primarily to individual and family clients, as well as small businesses. The firm operates on a fee model that combines a percentage-of-assets charge with the possibility of performance-based fees. Advisory activity recorded for the firm centers on direct portfolio management rather than institutional consulting or multi-manager capital allocation. Bossert Capital does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices