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Boardwalk Investment Group LP registers with the SEC under the 120-day rule (Miami, FL)
New SEC adviser (120-day rule) · CRD 342867 · 801-137272 · effective 2026-09-11
Effective 2026-09-11. 3 employees (2 advisory). Notice-filed in FL. Limited Partnership (DE).
120-day rule (must reach $100M RAUM)Performance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance
- Custodian / clearing