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WOODBOURNE INVESTMENT MANAGEMENT LLC

BOULDER, CO · CRD 137572 · IAPD ↗ · 303-413-1414

$5.1MRegulatory AUM
2Advisory reps
4Employees
1Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
May 2025 — WOODBOURNE INVESTMENT MANAGEMENT LLC (BOULDER, CO) left the SEC roster (was $5.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2024 — WOODBOURNE INVESTMENT MANAGEMENT LLC reported RAUM down 95% ($106.9M -> $5.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.