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Building 2BOSTON OMAHA ASSET MANAGEMENT

Map pinOMAHA, NE
Phone402-509-8456
NotebookSEC #801-127986
Total AUM
$127.1M
Employees
12
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1601 DODGE STREET SUITE 3300
OMAHA
NE 68102
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
402-509-8456

ReceiptFinancials

Total AUM
$127.1M
Accounts
5
Discretionary
$127.1M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$127.1M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PROPERTY DISPOSITION, ACQUISITION, AND OPERATIONS MANAGEMENT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
NENV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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