Bogle Investment Management L P is a large advisory firm based in Newton Lower Falls. It manages $3.27 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Bogle Investment Management L P provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bogle Investment Management L P is $3.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 763% since the beginning of its operation, and $2.45 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bogle Investment Management L P for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Bogle Investment Management L P is pooled investment vehicles with 5 clients and $2.91 billion of assets under management. Among the 11 most similar advisory firms, Bogle Investment Management L P has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.27 billion for 8 clients. 50% of the firm’s clients are foreign persons or businesses.
Bogle Investment Management L P also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
The company employs 13 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bogle Investment Management L P performs its advisory services is located at 2310 Washington St., Newton Lower Falls, MA 02462 1449, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-283-5000 or by fax 781-283-5010. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at boglefunds.com.