BOLGER, PATRICK
Legal name: PB CAPITAL
CRD #319410 SEC #801-124977 SIMI VALLEY, CA 818-553-1626
SEC Registered
Total AUM
$28.4M
Discretionary
$0
Employees
1
Clients
--
Accounts
196
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 14, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bolger, Patrick, Thomas | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| Bolger, Patrick, Thomas | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| Bolger, Patrick, Thomas | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| Bolger, Patrick, Thomas | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| Bolger, Patrick, Thomas | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| Bolger, Patrick, Thomas | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 14, 2022 REGISTERED
Notice Filings (2)
CA TX
Address
45 W EASY STREETSUITE 37
SIMI VALLEY, CA 93065
United States
Phone: 818-553-1626