CRD: 314665
Boulevard Investment Management LLC
$49.8M Total AUM
$49.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Cibc Mellon
- Clients
- Retail
- Platforms
- Wave horizon
- Established Date
- 05-20-2021
- Office Locations
- 1
Office Locations
2729 Wilshire Boulevard Suite 209 Santa Monica CA
About Boulevard Investment Management LLC
Boulevard Investment Group is a student-run 501(c)(3) at Southern Methodist University that manages a student equity portfolio and advises the student senate investment fund. The team conducts fundamental equity research across major sectors and presents monthly stock pitches. It also runs a structured Junior Analyst program focused on valuation training and technical interview prep.
Team overview
-- AVG AGE
$49.8M AVG AUM / ADVISOR
$10.0M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Ember Fusion beacon Quantum Insight unison Fusion Element frontier Wave Oak oak Fusion pioneer
Client Personas
Atlas
Custodian
Alpha North meridian Unison Beacon Meridian Optima alpha Prime Catalyst crest Horizon unison Pathway atlas
Investment Themes
Signal
Investment Vehicles
Eagle
Services
Summit alpha Pathway harbor Quantum Delta summit Delta Beacon vertex North Radial vector
Technology
Glacier ridge
Owner & Executives
J
JEFFREY W TOMLINSON
Chief Compliance Officer, President, Principal
- CRD
- #4684608
- Ownership
- 75% or more
(643) 755-1271
beacon.pioneer@insightcapital.com
in linkedin.com/in/horizon-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,780,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,780,587 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,780,587
Equity - Exchange:
50.1% U.S. Government/Agency:
14.3% Public Funds:
11.4% Cash:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,041,295,738 | 50.1% |
| U.S. Government/Agency | $297,216,149 | 14.3% |
| Public Funds | $236,941,545 | 11.4% |
| Cash | $502,981,175 | 24.2% |
| Total | $2,078,434,607 | 100.0% |