Bosun Asset Management

Bosun Asset Management is a Chicago-based private investment firm specializing in U.S. growth equities, focusing on small, mid, and micro-cap investments, as well as options-enhanced strategies. The firm offers discretionary investment advice to separately managed accounts and private funds, catering to high-net-worth individuals, trusts, foundations, and charitable organizations. As of December 31, 2024, Bosun Asset Management managed approximately $316 million in regulatory assets under management.

The firm's investment approach emphasizes strong performance through diversity of thought, people, and solutions. Their small-cap growth strategy has demonstrated top-decile performance among peers over multiple time periods, as determined by Nasdaq’s eVestment platform. Additionally, Bosun Asset Management provides options solutions designed to help investors generate income, manage risk, or enhance returns, with investments managed by options industry pioneers.

Bosun Asset Management is committed to building a strong pipeline of diverse talent through its program, Bosun Bench, which supports individuals from middle school to graduate school. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and adheres to a Code of Ethics to ensure compliance with laws and regulations. Clients can request reports on account reviews, voting of client securities, and proxy voting policies. The firm maintains custody of client assets through qualified custodians and offers investment discretion based on the terms of the governing documents.