PPrivate Fund Data Log in Join · $37/mo

Boothe Investment Group, Inc.

● SEC registered since 2018CRD 291437SEC# 801-112462Dover, DE
Export (members)
Reg. AUM
$283M
Employees
9
Accounts
1,330
Location
Dover, DE

Boothe Investment Group, Inc. assets under management

Boothe Investment Group, Inc. is an investment advisory firm registered with the SEC based in Dover, DE. The firm has been registered since 2018. It reports $283 million in regulatory assets under management and employs 9 people.

Boothe Investment Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Anna Christina HibbittChief Compliance Officer10-25%2018
Carol Ann DillChief Operations OfficerUnder 5%2025
David Franklin Boothe ControlPresident And Chief Investment OfficerOver 75%2005
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Boothe Investment Group, Inc. manage?

Boothe Investment Group, Inc. reports $283 million in regulatory assets under management on its Form ADV.

How many employees does Boothe Investment Group, Inc. have?

Boothe Investment Group, Inc. reports 9 employees.

Where is Boothe Investment Group, Inc. located?

Boothe Investment Group, Inc. is based in Dover, DE and has been SEC-registered since 2018.

Does Boothe Investment Group, Inc. disclose fund performance?

Boothe Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 Kings Hwy N.e., Dover, DE 19901
Phone302-734-7526
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1749798
Discloses disciplinary historyNo

Assets under management

Discretionary$279.8M
Non-discretionary$3.2M
Total (RAUM)$283M