Bogle Investment Management, L.P.

Read About Hedge Funds

Key Facts

Websitehttp://www.boglefunds.com
HeadquartersNewton Lower Falls, MA
Employees13
AUM$3.5 billion
AUM as ofMarch 29, 2017
Clients10

Overview

Bogle Investment Management, L.P. is a hedge fund based in Newton Lower Falls, MA. It was founded in 09/1999. They hold $3.5 billion in assets under management as of March 29, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Bogle Offshore Opportunity Fund II Sri, Ltd. 0.433 hedge fund 1,000,000 6 JP Morgan, Morgan Stanley
Bogle Offshore Opportunity Fund II, Ltd. 1.060 hedge fund 1,000,000 18 18.0 JP Morgan, Morgan Stanley
Bogle Opportunity Fund II Sri, L.P. 0.277 hedge fund 10,000,000 5 JP Morgan, Morgan Stanley
Bogle Opportunity Fund II, L.P. 0.262 hedge fund 10,000,000 19 77.0 15.0 JP Morgan, Morgan Stanley
Bogle World Offshore Fund, Ltd. 0.727 hedge fund 1,000,000 6 JP Morgan, Morgan Stanley

Key People

NameTitlePositionOwnership
Britt BardinelliLimited Partner And Cco Owner or Officer5 to 10%
John Bogle Jr.Limited Partner Owner or Officer25 to 50%
John Bogle Jr.None Indirect Owner> 75%
Keith HarttLimited Partner Owner or Officer10 to 25%
Paul HummelLimited Partner Owner or Officer10 to 25%
Jonathon LewisLimited Partner Owner or Officer10 to 25%
Christopher SabbeyLimited Partner Owner or Officer10 to 25%