# Bold Management Advisors, LLC

> Bold Management Advisors, LLC is an exempt reporting adviser in Santa Monica, CA, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 332727
- Filed as: BOLD MANAGEMENT ADVISORS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332727
- AdvisorCensus page: https://advisorcensus.com/firm/bold-management-advisors-llc-santa-monica-ca-332727

## Quick answers

**Where is Bold Management Advisors, LLC located?**
Bold Management Advisors, LLC's principal office is in Santa Monica, CA, according to its Form ADV.

**How does Bold Management Advisors, LLC report to regulators?**
Bold Management Advisors, LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 332727.

**Does Bold Management Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332727

## From the Form ADV filing

### Firm details
- Reporting since: 2024 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boldcapitalpartners.com
- LinkedIn @boldcapitalpartners.com
- X @boldcapitalvc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | Not reported | Not reported | June 4, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bold Management Advisors, LLC (CRD 332727): Form ADV filing data as of October 2026.