Boszhardt Capital, LLC is a large advisory firm based in New York. It manages $159 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.
Boszhardt Capital provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boszhardt Capital, LLC is $159 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 112% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Boszhardt Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Boszhardt Capital, LLC is owned by Andrew Krebs Boszhardt. Celine Senwei Ma joined the executive team most recently as the Chief Compliance Officer.
The principal office where Boszhardt Capital, LLC performs its advisory services is located at 660 Madison Avenue, 14 Th Floor, New York, NY 10021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-821-1800 or by fax 212-644-0099. The normal business hours are 9am-5pm on Monday - Friday.