BOULEVARD INVESTMENT MANAGEMENT LLC

BOULEVARD INVESTMENT MANAGEMENT LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 314665). Regulatory assets under management: $49.8M.

Registration

• CRD: 314665
• Type: Registered investment adviser
• Location: 2729 WILSHIRE BOULEVARD, SANTA MONICA, CA, 90403
• Phone: 310-709-4668
• Latest filing: 2026-03-06
• Regulatory AUM: $49.8M
• Discretionary AUM: $49.8M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314665 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search