BULWARKBAY INVESTMENT GROUP, LLC
CRD #163097 SEC #802-87182 BOSTON, MA 857-241-3793
State Registered Exempt Reporting Private Funds
Total AUM
$148.7M
Discretionary
$146.8M
Employees
6
Clients
--
Accounts
6
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 2, 2020
- Branch Offices
- 0
- LEI
- 254900687D4LG7VDPA17
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | E | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| CARLOZZI, CRAIG, N (MI ONLY) | I | FOUNDING PARTNER, PORTFOLIO MANAGER, AND MANAGING MEMBER | D | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| HANNA, MICHAEL, SHAWKY | I | FOUNDING PARTNER & PORTFOLIO MANAGER | C | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| CANAVAN, JOSEPH, WILLIAM | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
Registrations
Federal
ERA
Mar 2, 2020 REGISTERED
Notice Filings (1)
MA
Address
75 ARLINGTON STREET5TH FLOOR
BOSTON, MA 02116
United States
Phone: 857-241-3793