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Building 2BOGLE INVESTMENT MANAGEMENT, L.P.

Map pinNEWTON LOWER FALLS, MA
Phone781-283-5000
NotebookSEC #801-56815
Total AUM
$2.5B
Employees
12
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2310 WASHINGTON ST.
SUITE 310
NEWTON LOWER FALLS
MA 02462-1449
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
781-283-5000

ReceiptFinancials

Total AUM
$2.5B
Accounts
7
Discretionary
$2.5B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$67.8M
Pooled Vehicle Clients
5
AUM
$2.2B
Pension/Profit Sharing Plan Clients
1
AUM
$221.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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