BOGLE INVESTMENT MANAGEMENT L P

BOGLE INVESTMENT MANAGEMENT, L.P.
NEWTON LOWER FALLS, Massachusetts·8 registered advisors·CRD# 108849
SEC# 801-568150781-283-5000
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at BOGLE INVESTMENT MANAGEMENT L P

8 registered advisors
Britt Stephanie Bardinelli
NEWTON LOWER FALLS, Massachusetts
Christopher N. Sabbey
NEWTON LOWER FALLS, Massachusetts
David Henry Curtiss
NEWTON LOWER FALLS, Massachusetts
John Clifton Bogle Jr.
NEWTON LOWER FALLS, Massachusetts
Jonathon D. Lewis
NEWTON LOWER FALLS, Massachusetts
Keith David Hartt
NEWTON LOWER FALLS, Massachusetts
Lisa Ann Lafrance
NEWTON LOWER FALLS, Massachusetts
Paul R. Hummel
NEWTON LOWER FALLS, Massachusetts
05

Office Locations

NEWTON LOWER FALLS, Massachusetts
8 advisors

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Data sourced from SEC Form ADV filings. BOGLE INVESTMENT MANAGEMENT L P (CRD# 108849) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.