BOGGESS ASSET MANAGEMENT

Overview

Boggess Asset Management operates as a limited liability company and is classified as a hedge fund. The firm primarily caters to institutional clients, providing a range of portfolio management services. These services include managing investments for individuals, small businesses, pooled investment vehicles, and larger institutions. Boggess Asset Management is also recognized for its commitment to Environmental, Social, and Governance (ESG) investing, reflecting a modern approach to investment that considers ethical implications alongside financial returns. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices