Bogle Investment Management L P is a fund manager in Newton Lower Falls with $2.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
43479127
SEC advisor number
801-56815
FINRA CRD number
108849
AUM ?
$2.47 bn
(as of 25 Mar 20)
Accounts
7
(as of 25 Mar 20)
Employees
12
(5 investment advisory or research)
Address
Bogle Investment Management L P
2310 WASHINGTON STREET
SUITE 310
NEWTON LOWER FALLS
MA 02462
2310 WASHINGTON STREET
SUITE 310
NEWTON LOWER FALLS
MA 02462
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
7812835000
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hartt, Keith, David | Limited Partner | 05/1999 | 10-25% |
Bogle JR., John, Clifton | Limited Partner | 05/1999 | 25-50% |
Bardinelli, Britt, Stephanie | Limited Partner and CCO | 09/1999 | 5-10% |
Bogle Investment Group LLC | General Partner | 05/1999 | < 5% |
Sabbey, Christopher, N. | Limited Partner | 06/2001 | 10-25% |
Lewis, Jonathon, D. | Limited Partner | 08/2002 | 10-25% |
Hummel, Paul, R. | Limited Partner | 04/2004 | 10-25% |
Bogle Investment Group LLC | General Partner | 05/1999 | |
Bogle JR., John, Clifton | Sole Owner of Bogle Investment Group LLC | 05/1999 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Bogle Investment Management, L.P. | $2.47 bn | |
Bogle Offshore Opportunity Fund II Sri, LTD. | $313.78 mm | Hedge Fund |
Bogle Offshore Opportunity Fund II, LTD. | $979.78 mm | Hedge Fund |
Bogle Opportunity Fund II Sri, L.P. | $217.19 mm | Hedge Fund |
Bogle Opportunity Fund II, L.P. | $350.35 mm | Hedge Fund |
Bogle World Offshore Fund, LTD. | $320.68 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
13 Nov 19
13F-HR
Quarterly holdings report by institutional manager
13 Aug 19
13F-HR
Quarterly holdings report by institutional manager
13 May 19
13F-HR
Quarterly holdings report by institutional manager
13 Feb 19