|
⚲
|
| Bolan Capital Management LLC
✚
|
|
|---|---|
| CRD # | 151343 |
| SEC # | 801-112851 |
| CIK # | |
| AUM | $181.1 MM (2023-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 513-624-7070 |
| Address | 1095 Nimitzview Dr Cincinnati, OH 45230-4331 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 28.7 |
| (b) Individuals (high net worth individuals) | 63 | 152.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 940 | 181.1 |
| By Discretionary | ||
| Discretionary | 938 | 180.4 |
| Non-Discretionary | 2 | 0.7 |
| Total | 940 | 181.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.1 | |
| Total | 940 | 181.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Duration Asset Management LLC
✚
|
TX | 0.2 |
|
BWM Planning LLC
✚
|
TX | 0.2 |
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.2 |
|
CornerStone Select Advisors LLC
✚
|
MO | 0.2 |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.2 |
|
Meador Financial Inc
✚
|
CA | 0.2 |
|
Riverplace Capital Management Inc
✚
|
FL | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
Dudley Capital Management LLC
✚
|
VA | 0.2 |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |