Adviser Profile

As of Date 01/09/2025
Registration status Registration Changed to BOAM RIA LLC
ADV Location OMAHA, NE, United States
Contact Info 402 xxxxxxx
Websites
AUM* 127,060,047 -12%
of that, discretionary 127,060,047 -12%
Number of Employees 12
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 25,412,009 -12%
SMA’s No
Private Funds 0 5

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

127M 109M 91M 73M 54M 36M 18M
2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary