BOSTWICK CAPITAL LLC

RIASEC RegisteredEst. 2014
Total AUM
$245M
Discretionary
$245M
100% of AUM
Avg account
$40.9M
Accounts
6
Employees
2
Advisory reps
2

Firm details

Headquarters
LOCUST VALLEY, New York
CRD number
162386
Registered since
June 3, 2014
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bostwick Capital LLC is an SEC‑registered investment manager organized as an LLC and active since 2014. The firm operates as a hybrid manager with activities spanning private equity and hedge fund strategies; it identifies as a multifaceted fund manager rather than a traditional wealth manager or capital allocator. Its client base is institutional, and ownership is held at the individual level. The firm functions as a sponsor and general partner for pooled investment vehicles and also serves in commodity pool operator/CTA roles, providing portfolio management for those pooled vehicles. Its economics include both percentage‑of‑AUM and fixed‑fee arrangements. Bostwick does not market itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILLARD BUNN

    COO & CCOCRD 4571533

Contacts

1 of 1
  • THOMAS BOSTWICK

    FounderCRD 4435604

Wealth teams

FINTRX

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

LOCUST VALLEY, NY

NASSAU

Location

LOCUST VALLEY, NY

Headquartered in LOCUST VALLEY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
40 Birch Hill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth