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Bledsoe Asset Management, LLC

● SEC registered since 2021CRD 145943SEC# 801-121349Phoenix, AZ
Export (members)
Reg. AUM
$170.3M
Employees
5
Accounts
666
Location
Phoenix, AZ

Bledsoe Asset Management, LLC assets under management

Bledsoe Asset Management, LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2021. It reports $170.3 million in regulatory assets under management and employs 5 people.
www.bledsoellc.comView on SEC.gov ↗

Bledsoe Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Frank Ross Jackson ControlManager, Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Bledsoe Asset Management, LLC manage?

Bledsoe Asset Management, LLC reports $170.3 million in regulatory assets under management on its Form ADV.

How many employees does Bledsoe Asset Management, LLC have?

Bledsoe Asset Management, LLC reports 5 employees.

Where is Bledsoe Asset Management, LLC located?

Bledsoe Asset Management, LLC is based in Phoenix, AZ and has been SEC-registered since 2021.

Does Bledsoe Asset Management, LLC disclose fund performance?

Bledsoe Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014
Phone602-595-2324
Fax866-835-0886
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.3M
Non-discretionary$0
Total (RAUM)$170.3M