Boszhardt Capital, LLC (New York)

Boszhardt Capital, LLC is a large advisory firm based in New York. It manages $159 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.

Boszhardt Capital provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boszhardt Capital: assets under management

The assets under management (AUM) of Boszhardt Capital, LLC is $159 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 112% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $159 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.42 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Boszhardt Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boszhardt Capital, LLC

Boszhardt Capital, LLC is owned by Andrew Krebs Boszhardt. Celine Senwei Ma joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Krebs Boszhardt	Owner	1 Aug 2003	75% - 100%	721099
Celine Senwei Ma	Chief compliance officer	1 Mar 2005	Other	3041413

Based in New York

The principal office where Boszhardt Capital, LLC performs its advisory services is located at 660 Madison Avenue, 14 Th Floor, New York, NY 10021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.