A complete list of active advisors currently associated with Boulevard Investment Management LLC

Warmer can help you find a great advisor at Boulevard Investment Management LLC or one who fits your needs even better.

Boulevard Investment Management provides discretionary portfolio management and financial consulting to individual and high-net-worth clients. The firm reports managing about $49.8 million on behalf of five clients and generally requires a $5 million minimum account size (which it may waive in some cases). The firm delivers individually tailored investment advice and typically operates under discretionary authority, combining ongoing portfolio management with ad hoc financial consulting and planning. Its stated methods include fundamental analysis and a mix of long‑ and short‑term strategies, and it advises across a broad opportunity set including equities, fixed income, ETFs, options, REITs, real estate, private placements, and other alternative investments. Notably, Boulevard’s client roster and account minimums result in relatively high assets per client compared with many independent peers, reflecting a concentrated, bespoke practice model. The firm’s principal is a CFA charterholder with prior investment banking and institutional asset‑management experience, and the brochure emphasizes due diligence and advisory work on private and direct investments—services that are less common among solo independent advisers.

To learn more about the advisors currently working at Boulevard Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Tomlinson	Santa Monica, CA	5

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