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| Keyboard |
| BLVD Private Wealth LLC
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|---|---|
| CRD # | 310682 |
| SEC # | 801-126683 |
| CIK # | 0002079537 |
| AUM | 220.4 M (2026-02-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 502-805-5820 |
| Address | 10515 Meeting Street Prospect, KY 40059 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ingersoll-Rand PLC | 26.4 | ||
| Gardner Denver Holdings Inc | 7.0 | ||
| United Parcel Service Inc | 1.8 | ||
| Nvidia Corp | 1.4 | ||
| Apple Inc | 1.2 | ||
| Allegion PLC | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 28.1 |
| (b) Individuals (high net worth individuals) | 46 | 192.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 427 | 220.4 |
| By Discretionary | ||
| Discretionary | 427 | 220.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 427 | 220.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.4 | |
| Total | 427 | 220.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079537] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 220.9 M |
|
Equitycompass Investment Management LLC
✚
|
MD | 220.9 M |
|
Ballast Asset Management LP
✚
|
TX | 220.7 M |
|
Haverdink Financial Management LLC
✚
|
MI | 220.4 M |
|
Lovett Investment Consulting LLC
✚
|
220.3 M | |
|
Cabin Advisors LLC
✚
|
KS | 220.2 M |
|
CornerStone Enterprises LLC
✚
|
WI | 220.2 M |
|
Jericho Financial LLP
✚
|
OH | 220.0 M |
|
Robert Priske LLC
✚
|
HI | 219.9 M |
|
Clark Monroe Blackman LLC
✚
|
219.9 M |