Woodbourne Investment Management LLC is a large advisory firm based in Boulder. It manages $95.42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.
Woodbourne Investment Management provides portfolio management for pooled investment vehicles. 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 Woodbourne Investment Management LLC is $95.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% 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 Woodbourne Investment Management 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.
The only and largest group of clients of Woodbourne Investment Management is pooled investment vehicles with 1 clients and $95.42 million of assets under management. Among the 9 most similar advisory firms, Woodbourne Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $95.42 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Woodbourne Investment Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Woodbourne Investment Management LLC performs its advisory services is located at 1919 14 Th Street, Boulder, CO 80302, 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 303-413-1414. The normal business hours are 8:00 am to 5:00 pm mst on Monday - Friday.