Bulwarkbay Investment Group LLC

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Assets, Funds, Holdings

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Bulwarkbay Investment Group LLC
CRD #163097
SEC #801-77912
CIK #0001579659
AUM
Employees 6 (67% Investors, 0% Brokers)
Phone617-904-9883
Address15 Broad Street
Boston, MA 02109
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
180144108723602010201420192024
AUM Breakdown Accounts AUM ($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 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 6 148.7
By Discretionary
Discretionary 3 146.8
Non-Discretionary 3 1.9
Total 6 148.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 148.7
Total 6 148.7
EDGAR Form CIK 2011 - 2025
SC 13G [0001579659]
Form 13D/13G Filer Form 13D/13G Subject Filed
Bulwarkbay Investment Group LLC School Specialty Inc [2013-06-20]
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tony@aum13f.com