Bossert Capital LLC

Bossert Capital provides discretionary asset management to individuals, high‑net‑worth clients and business entities, focusing on investors with a long-term horizon. The firm manages portfolios, handles investment selection and ongoing monitoring, and requires an account minimum (disclosed in the brochure) to establish a managed relationship.

The firm follows a fundamentally driven, value‑oriented approach seeking long‑term capital appreciation and typically invests in common equities while retaining the flexibility to use a broad set of instruments, including derivative contracts and options. Clients’ accounts are managed on a discretionary basis with periodic (quarterly) reviews, trade aggregation, and execution through a designated broker‑dealer.

What is distinctive about the firm is its fee structure and use of more complex instruments: it charges incentive (performance‑based) fees to “qualified clients” — a 25% incentive on gains above a 6% annual hurdle subject to a prior high‑net‑assets provision — while non‑qualified clients pay a standard management fee, and the brochure discloses these arrangements and related performance information. The firm also explicitly discloses the potential use of derivatives and options in client accounts and describes aggregation and personal‑account trading restrictions intended to mitigate conflicts of interest.