Boardwalk Investment Group LP

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
342867
Registered since
September 11, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Boardwalk Investment Group LP is organized as a limited partnership and is registered with the SEC in 2026. The firm is newly formed and structured under a domestic entity and individual ownership mix. Its stated advisory activity is portfolio management for pooled investment vehicles, indicating the business model centers on managing funds rather than delivering one-off advisory relationships or acting as a multi-family office. Fee arrangements combine a percentage-of-AUM component with performance-based fees, suggesting strategies that align manager compensation with investment performance. The firm does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not designated as a capital allocator. It is not listed as a pension consultant or a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michael Goldberg

    Founder, Managing Partner and CIOCRD 5010802

Contacts

1 of 1
  • Morris Tucker

    CRD 6024439

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3350 Virginia St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth