$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Alpha glacierDelta crest +more
- Established Date
- 01-10-2017
- Office Locations
- 1
Office Locations
729 N Washington AVE Suite 600 Minneapolis MN
About Bossert Capital LLC
Bossert Capital is a value-oriented investment firm founded in 2017 by Alex Bossert. It makes concentrated, long-term investments in high-quality, competitively advantaged businesses, guided by Buffett/Munger/Graham principles and focused on compounding client net worth over a full market cycle. The firm serves a select group of high-net-worth entrepreneurs, executives, and family offices, with offices in Minneapolis and Austin.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$376.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Foundation
Asset Classes
Fusion Oak Matrix
Client Personas
Alpha
Custodian
Ember Summit Vital
Investment Themes
Delta insight Value vertex
Investment Vehicles
Crest
Services
Signal vertex
Technology
Signal pathway Delta atlas Timber foundation
Owner & Executives
A
Alex John Bossert
Portfolio Manager, President
- CRD
- #6715062
- Ownership
- 75% or more
(716) 955-7405
north.signal@bridgecapital.com
in linkedin.com/in/legacy-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,038,474 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,038,474 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,038,474
Equity - Exchange:
74.7% Cash:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,985,608,150 | 74.7% |
| Cash | $2,027,254,166 | 25.3% |
| Total | $8,012,862,316 | 100.0% |