Boundary Creek Advisors LP (New York)

Name: Boundary Creek Advisors LP
Address: 100 Park Ave, 29 Th Floor, New York, NY, 10017
Telephone: 212-503-6251

Boundary Creek Advisors LP is a large advisory firm based in New York. It manages $157.57 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019.

Boundary Creek Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boundary Creek Advisors: assets under management

The assets under management (AUM) of Boundary Creek Advisors LP is $157.57 million, all of which is managed in discretionary accounts. $150.7 million of the total AUM is attributable to clients outside of the United States.

The firm manages $157.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.52 million each.

Boundary Creek Advisors has custody of $157.57 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boundary Creek Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Boundary Creek Advisors serves?

The only and largest group of clients of Boundary Creek Advisors is pooled investment vehicles with 3 clients and $157.57 million of assets under management. Among the 10 most similar advisory firms, Boundary Creek Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $157.57 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Boundary Creek Advisors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Boundary Creek Advisors LP

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Peter Douglas Greatrex has served as the Chief Investment Officer since 1 Jan 2019. Ian Seth Cohen joined the executive team most recently as the Chief Compliance Officer / Chief Operating Officer / Chief Financial Officer/Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ian Seth Cohen	Chief compliance officer / chief operating officer / chief financial officer/limited partner	1 Jan 2019	Other	6778257
Peter Douglas Greatrex	Chief investment officer/ limited partner	1 Jan 2019	75% - 100%	4558403
Boundary Creek Partners Llc	General partner	1 Jan 2019	Other	82-5098103
Bc Uk Investments Lp	Limited partner	1 Jan 2019	25% - 50%	foreign entity

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Areti Loizou	Limited partner	1 Jan 2019	50% - 75%	7166182
Vincent Cooper	Limited partner	1 Jan 2019	50% - 75%	7166418

Based in New York

The principal office where Boundary Creek Advisors LP performs its advisory services is located at 100 Park Ave, 29 Th Floor, New York, NY 10017 The mailing address of the firm is 100 Park Ave, 29 Th Floor, New York, NY 10017. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-503-6251. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at boundarycreek.com/.