The BOA is a privately held investment adviser that advises $2.84Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. BOA is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 2,019.96% over the last 5-years.
The Group has been registered with the SEC for 5.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 6 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $2.84Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 1,739 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $2.69Bn or 94.75% of Total Assets and High Net Worth Individuals own $68.06mn or 2.4% of Total Assets.
The Group's top investment strategies include Real Estate and Traditional LBO, representing 50% and 50% of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
BOA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.