BOULEGERIS INVESTMENTS, INC.

HTTP://WWW.BOULEGERIS.COM ATLANTA, GA Investment Advisor How do I update this listing?

Boulegeris Investments is based out of Atlanta. Boulegeris Investments is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 1992-10-01). Whalewisdom has at least 19 13F filings, and 2 13G filings

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12/31/2018

Top Buys

  • Name% Change

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Holdings Summary

No holdings for current quarter

12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $0
  • Prior Market Value $0
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:
  • Time Held Top10:
  • Time Held All:

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-08-14

Performance for Q2 2018: 11.02%
Performance Last 4 Quarters: 16.14%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BOULEGERIS INVESTMENTS, INC.
3400 PEACHTREE ROAD, NE SUITE 1049
ATLANTA GA    30326-1107
Country: United States

Business Phone: 404-816-5578
Fax: 404-816-5579
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Corporation
Organized in: GA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: REFERRAL FEES
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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BOULEGERIS INVESTMENTS, INC.

ownership team - last updated 2017-07-10
Name Title Start Date Direct/Indirect % Ownership
CAPINAS, BRADLEY, STEPHEN CHIEF COMPLIANCE OFFICER 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOULEGERIS INVESTMENTS, INC. CHIEF COMPLIANCE OFFICER direct 2010-03-01
BOULEGERIS, MICHAEL, GEORGE CEO/CFO/SECRETARY 10/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOULEGERIS INVESTMENTS, INC. PRESIDENT direct 1993-10-01
BOULEGERIS INVESTMENTS, INC. CEO/CFO/SECRETARY direct 1993-10-01
BOULEGERIS INVESTMENTS, INC. CEO, CHIEF COMPLIANCE OFFICER direct 1993-10-01
BOULEGERIS INVESTMENTS, INC. CFO direct 1993-10-01
BOULEGERIS INVESTMENTS, INC. SECRETARY direct 1993-10-01
BOULEGERIS INVESTMENTS, INC. TREASURER direct 1993-10-01
BOULEGERIS INVESTMENTS, INC. CEO, CCO direct 1993-10-01

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