Boardwalk Investment Group LP: applying for SEC registration, Miami, FL
Boardwalk Investment Group LP (Miami, Florida): applying for SEC registration, Miami, FL. Dated 54 days ago, it serves as a historical benchmark. Score 70/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Boardwalk Investment Group LP |
| Legal name | Boardwalk Investment Group LP |
| CRD | 342867 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-09-11 |
| Latest Form ADV filing | 2026-08-27 |
| Location | Miami, FL, United States |
| Employees | 3 |
| Website | https://www.boardwalkig.com/ |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Boardwalk Investment Group LP and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
70 / 100 Score
- Registered in the last 60 days.
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Boardwalk Investment Group LP in Miami, Florida?
Boardwalk Investment Group LP applied for SEC registration as an investment adviser (2026-09-11), based in Miami, FL.
How does Boardwalk Investment Group LP compare to other Florida NewRiaPulse records?
It is 54 days old; check the official source for later updates before acting. Its Score of 70/100 puts it among the stronger signals in this feed.
Boardwalk Investment Group LP vs. top 2 peers
| Organization | Location | Record date |
|---|---|---|
| Boardwalk Investment Group LP | Miami, FL | 2026-09-11 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Fortuna Private Wealth Management Corp. | Miami, FL | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.