B
$947.4K Total AUM
$947.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2023
- Office Locations
- 1
Office Locations
-- London --
About Buoyancy Capital
Buoyancy Capital LLC is a Washington-registered investment adviser focused on long-term portfolio construction around “high-quality businesses.” The firm serves entrepreneurs and other qualified purchasers, implementing asset-allocation portfolios primarily with ETFs alongside U.S. government/agency bonds. Custody relationships include Fidelity/NFS and Interactive Brokers.
Team overview
-- AVG AGE
$947.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
C
CRAIG ALAN CHARTIER
Chief Compliance Officer, Director, Manager, Owner
- CRD
- #7650787
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $947,351 | -- |
| Non-Discretionary | $0 | -- |
| Total | $947,351 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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