BOAM RIA LLC

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Assets, Funds, Holdings

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BOAM RIA LLC
CRD #324144
SEC #801-127986
CIK #
AUM
Employees 12 (75% Investors, 0% Brokers)
Phone402-509-8456
Address1601 Dodge Street Suite 3300
Omaha, NE 68102
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
15012090603002011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE BORE Fourth Street LLC [2024-03-28] 3.8 3.6
RE BORE Hirsch LLC [2023-09-13] 9.5 15.9
RE 24th Street Fund II LLC [2023-06-30] 0.0 43.6
RE 24th Street Fund I LLC [2023-06-30] 13.0 33.5
RE Fund One Boston Omaha Build for Rent LP [2023-06-30] 30.2 30.5
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 5 127.1
(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 5 127.1
By Discretionary
Discretionary 5 127.1
Non-Discretionary 0 0.0
Total 5 127.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 127.1
Total 5 127.1
Form D Directors # Filings # Firms 2011 - 2025
Alex Rozek 11
Adam Peterson 9
Brendan Keating 12
Boston Omaha Asset Management LLC 1
BOAM RIA 1
Boston Omaha Asset Management 1
BOAM B 1
Boam LLC 1
Boston LLC 1
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