BOSTON OMAHA ASSET MANAGEMENT
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 324144
- Registered since
- January 13, 2025
Firm profile
FINTRXOverview
Boston Omaha Asset Management is a privately held limited liability company that positions itself as an adviser focused on real estate and credit-related investments. The firm is registered with the SEC (registered in 2025) and reports activity as an investment adviser and sponsor/manager of pooled vehicles. Its reported business activities include acting as an other investment adviser, working with insurance company structures, operating as a real estate broker, and serving as sponsor, general partner or managing member of pooled investment vehicles and limited partnerships. Investment activity centers on originating, sponsoring and managing pooled real estate strategies and credit exposures rather than scaling a broad retail advisory book. The firm is not described as a capital allocator and does not identify as an active ESG investor. Its organizational profile lists a mixed owner type (domestic entity and individual) and an unclassified adviser classification.
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 1JOSHUA WEISENBURGER
Chief Compliance OfficerCRD 4933515
Contacts
1 of 1ADAM PETERSON
Managing MemberCRD 5389061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 1601 Dodge St
- Time zone
- CT (UTC-6)
- Office locations
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