Boyd Watterson Asset Management, LLC

Overview

Boyd Watterson Asset Management, LLC is a privately held asset manager organized as an LLC and registered with the SEC since 2000. The firm positions itself around pooled-vehicle and institutional-style portfolio management while also serving individual and family clients. Fee arrangements include AUM-based charges, fixed fees and performance-linked fees. Boyd Watterson is classified in the data as a real estate fund manager and reports business activities consistent with commodity pool/operator or trading-adviser functions. The firm is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser. The firm’s advisory remit covers discretionary portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional or business clients. In addition to advisory work, its industry affiliations include roles tied to broker-dealers, other investment advisers and sponsors or general partners of pooled vehicles; accounting and law-firm relationships are also listed.

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Public Holdings

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Location & Offices