BOULEVARD INVESTMENT MANAGEMENT LLC

RIASEC Registered
Total AUM
$49.8M
Discretionary
$49.8M
100% of AUM
Avg account
$2.8M
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
SANTA MONICA, California
CRD number
314665
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.66%
  • Individuals0.34%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Boulevard Investment Management LLC is a small, privately owned advisory firm that serves individual and family clients, plus some small-business portfolios. The firm operates as an LLC and provides portfolio management for individuals and small businesses, billing clients through a mix of percentage-of-assets-under-management and fixed fees. Its publicly reported profile shows a fixed‑income tilt: the most used asset type is U.S. government bonds, and the firm does not characterize itself as an active ESG investor. Firm attributes on record indicate an owner-operator structure (owner type: individual), it is not positioned as a capital allocator, and it does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 37%, Exchange Traded Equities 34%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 14%, Private Funds 1%37%
  • US Government Bonds37%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents14%
  • Private Funds1%

Owners & executives

1 of 1
  • JEFFREY TOMLINSON

    Principal And Chief Compliance OfficerCRD 4684608

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
2729 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth