BOULEGERIS INVESTMENTS, INC.
CRD #125095 SEC #801-63309 ATLANTA, GA 404-816-5578
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2018 | $228.7M | $228.7M | $0 | 3 | 0 |
| Feb 2018 | $228.7M | $228.7M | $0 | 3 | 0 |
| Jul 2017 | $189.6M | $189.6M | $0 | 4 | 26 |
| Mar 2017 | $189.6M | $189.6M | $0 | 4 | 26 |
| Feb 2017 | $189.6M | $189.6M | $0 | 4 | 26 |
| Feb 2016 | $160.1M | $160.1M | $0 | 4 | 26 |
| Mar 2015 | $146M | $146M | $0 | 3 | 26 |
| Oct 2014 | $126.8M | $126.8M | $0 | 3 | 26 |
| Jul 2014 | $126.8M | $126.8M | $0 | 4 | 26 |
| Feb 2014 | $126.8M | $126.8M | $0 | 4 | 26 |
| Oct 2013 | $104.9M | $104.9M | $0 | 4 | 26 |
| Feb 2013 | $104.9M | $104.9M | $0 | 4 | 26 |
| Nov 2012 | $91.7M | $91.7M | $0 | 4 | 26 |
| Mar 2012 | $91.7M | $91.7M | $0 | 1 | 26 |
| Mar 2011 | $84.3M | $84.3M | $0 | 5 | -- |
| Jan 2010 | $39.4M | $37.5M | $1.9M | 5 | -- |
| Jan 2008 | $51.2M | $49.7M | $1.6M | 5 | -- |
| Jan 2007 | $42.6M | $41.9M | $755.7K | 5 | -- |
| Jan 2006 | $33.1M | $32.8M | $300K | 5 | -- |
| Sep 2005 | $31.6M | $31.6M | $0 | 5 | -- |
| Jun 2004 | $25M | $25M | $0 | 5 | -- |
DateAug 2018
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees4
Clients26
DateFeb 2017
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees3
Clients26
DateOct 2014
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees3
Clients26
DateJul 2014
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees4
Clients26
DateOct 2013
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees4
Clients26
DateNov 2012
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$39.4M
Discretionary$37.5M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2008
Total AUM$51.2M
Discretionary$49.7M
Non-Disc.$1.6M
Employees5
Clients--
DateJan 2007
Total AUM$42.6M
Discretionary$41.9M
Non-Disc.$755.7K
Employees5
Clients--
DateJan 2006
Total AUM$33.1M
Discretionary$32.8M
Non-Disc.$300K
Employees5
Clients--
DateSep 2005
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--