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BOARDWALK INVESTMENT GROUP LP

MIAMI, FL · CRD 342867 · IAPD ↗ · boardwalkig.com · 305-549-5190

$0Regulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

85
October 2026 — BOARDWALK INVESTMENT GROUP LP (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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