BOUNDS & COMPANY, LLC

BOUNDS & COMPANY, LLC is an SEC-registered investment adviser (CRD 152166). Regulatory assets under management: $5.8M.

Registration

• CRD: 152166
• Type: Registered investment adviser
• Phone: 561-797-0013
• Latest filing: 2026-03-19
• Regulatory AUM: $5.8M
• Discretionary AUM: $5.8M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152166 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search