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Bounty Management Corp

Bounty Management Corp. CRD 105732

Bounty Management Corp logo

CRD: 105732

Bounty Management Corp

Boston, MA, 02110
6173578285
$89.5M Total AUM
$89.5M Disc. AUM
-- 3Y CAGR
3 Employees
43 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan · US Bank
Clients
Retail and Institutional
Platforms
--
Established Date
10-21-2004
Office Locations
1

Office Locations

10 High Street Suite 504 Boston MA

About Bounty Management Corp

Bounty Management Corporation is a Boston-based boutique investment manager focused solely on personalized portfolio management. The firm targets long-term capital appreciation while preserving purchasing power, serving both retail and institutional clients. Portfolios commonly use ETFs and public funds alongside cash and U.S. government/agency exposures. The team has invested for clients since 1971 and publishes a recurring Economic and Market Outlook report.

Team overview

-- AVG AGE
$44.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
11.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Meridian Ridge summit

Custodian

Focus Quantum

Investment Themes

Alpha Atlas Pathway eagle

Investment Vehicles

Fusion vertex Fusion north

Services

Timber wave Atlas Matrix value Focus wave Element Prime

Owner & Executives

R

RAYMOND WHEATON BLIGH MR.

Chief Compliance Officer, President, Vice President

CRD
#4336038
Ownership
75% or more
(318) 903-6517
value.value@valuecapital.com
in linkedin.com/in/capital-oak
P

PAMELA AUSTIN VARRIALE

Director, Secretary, TREASURER

CRD
#2232148
Ownership
10% but less than 25%
(787) 668-2622
bridge.alpha@alphacapital.com
in linkedin.com/in/legacy-alpha
R

Ridge frontier

Catalyst peak

CRD
#98793
Ownership
33.4%
(988) 956-6851
glacier.harbor@valuecapital.com
in linkedin.com/in/peak-momentum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-25-2012
03-26-2013
03-31-2014
09-22-2015
01-04-2016
Category Assets AVG. Account size
Discretionary $89,546,720 $428,159
Non-Discretionary $0 --
Total $89,546,720 $428,159

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Separately Managed Accounts

Total SMA Asset: $89,546,720

$89.5M Total SMA
Equity - Exchange:
30.3%
Public Funds:
23.8%
Cash:
20.8%
U.S. Government/Agency:
25.1%
Asset class Assets Assets %
Equity - Exchange $1,368,917,213 30.3%
Public Funds $1,075,255,104 23.8%
Cash $939,718,747 20.8%
U.S. Government/Agency $1,133,987,526 25.1%
Total $4,517,878,590 100.0%

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