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| Boyd Watterson Asset Management LLC
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|
|
|---|---|
| CRD # | 107808 |
| SEC # | 801-57468 |
| CIK # | |
| AUM | $17.2 BB (2023-03-31) |
| Employees | 118 (36% Investors, 0% Brokers) |
| Phone | 216-771-3450 |
| Address | 1301 East 9th Street Cleveland, OH 44114-3179 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Boyd Watterson GSA Fund LP | 2014-10-17 | 739.0 | |
| Other | Boyd Watterson Limited Duration Mid-Grade Fund LLC | 2014-03-25 | 102.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 504 | 0.2 |
| (b) Individuals (high net worth individuals) | 233 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 10.4 |
| (g) Pension and profit sharing plans | 149 | 1.7 |
| (h) Charitable organizations | 101 | 1.5 |
| (i) State or municipal government entities | 36 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 27 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 124 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,184 | 17.2 |
| By Discretionary | ||
| Discretionary | 1,176 | 16.4 |
| Non-Discretionary | 8 | 0.8 |
| Total | 1,184 | 17.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 17.1 | |
| Total | 1,184 | 17.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Franklin Templeton Institutional LLC
✚
|
NY | 21.7 |
|
CenterSquare Investment Management LLC
✚
|
PA | 11.8 |
|
Nicola Wealth Management Ltd
✚
|
8.1 | |
|
SIT Investment Associates Inc
✚
|
MN | 3.2 |
|
Proficio Capital Partners LLC
✚
|
MA | 3.2 |
|
Twin Focus Capital Partners LLC
✚
|
MA | 3.0 |
|
Buchanan Street Partners LP
✚
|
CA | 1.7 |
|
Bulltick Wealth Management LLC
✚
|
FL | 1.7 |
|
Latash Investments LLC
✚
|
AK | 1.6 |
|
West Coast Financial LLC
✚
|
CA | 1.5 |