BOYD WATTERSON ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 107808
- Registered since
- April 13, 2000
- Website
- boydwatterson.com
- Custodians
- PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles53.36%
- Pension & Profit Sharing Plans11.21%
- Charitable Organizations10.55%
- State / Municipal Government8.48%
- Corporations / Businesses7.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Boyd Watterson Asset Management, LLC is an SEC-registered investment adviser (registered in 2000) organized as an LLC that centers its business on pooled and separately managed strategies with a particular orientation toward real estate and fixed-income allocations. The firm provides portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional clients, and it also operates in a CPO/CTA capacity. Its client mix spans individual and family investors as well as institutional accounts. Fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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 Bonds48%
- Investment Grade Corp Bonds28%
- Public Funds/Mutual Funds6%
- Private Funds6%
- Other5%
Owners & executives
3 of 6BRIAN GEVRY
Chief Executive Officer & Chief Investment OfficerCRD 2456218
Donald Haisch
Chief Financial OfficerCRD 8064252
Thomas Tarantino
Executive Vice President, General Counsel, Chief Compliance OfficerCRD 6627855
Contacts
3 of 16THEODORE HELLMUTH
Senior Vice President, Portfolio StrategistCRD 1201516
MICHAEL BEE
Executive Vice PresidentCRD 3177645
ADAM THAYER
Vice President & Portfolio ManagerCRD 3105279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$64M in ETFs
99%
$63.1M
2%
$961K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.4M | 35,997 | 36.55% |
Location
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 1301 E 9th St
- Time zone
- ET (UTC-5)
- Office locations
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