BOULEVARD INVESTMENT MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds37%
- Exchange Traded Equities34%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents14%
- Private Funds1%
Owners & executives
1 of 1JEFFREY TOMLINSON
Principal And Chief Compliance OfficerCRD 4684608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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