Insights

Niche Market Focus Boardwalk Capital Management specializes in values-based investing, creating customized portfolios that align with clients' social, ethical, and personal beliefs, indicating a presence among socially conscious investors seeking tailored solutions.

Technology Adoption The firm leverages a modern tech stack including cloud services and security tools, demonstrating a forward-looking approach that could appeal to clients valuing cutting-edge digital infrastructure and secure online experiences.

Private Investment Access The company's unique access to private assets across energy, real estate, microfinance, and private credit presents opportunities to engage investors interested in alternative and diversified investment strategies.

Growth Potential With current revenues estimated between one and ten million dollars and a small team, there is significant scope for scalable growth, attracting advisors and partners interested in expanding boutique investment advisory services.

Market Positioning Positioned within a competitive landscape of established financial firms, Boardwalk's focus on personalized, values-driven investments and its boutique size offer a compelling proposition for clients seeking personalized attention and ethical investing options.

Similar companies to Boardwalk Capital Management

Boardwalk Capital Management Tech Stack

Boardwalk Capital Management uses 8 technology products and services including Moat, Cloudflare CDN, cdnjs, and more. Explore Boardwalk Capital Management's tech stack below.

Moat
Analytics
Cloudflare CDN
Content Delivery Network
cdnjs
Content Delivery Network
Amazon S3
Content Delivery Network
Open Graph
Content Management System
Font Awesome
Font Scripts
Reveal.js
Javascript Frameworks
Cloudflare Bot Management
Security

Media & News

Boardwalk Capital Management's Email Address Formats

Boardwalk Capital Management uses at least 1 format(s):

Boardwalk Capital Management Email Formats	Example	Percentage
Middle@boardwalkcm.com	Michael@boardwalkcm.com	33%
FLast@boardwalkcm.com	JDoe@boardwalkcm.com	17%
First@boardwalkcm.com	John@boardwalkcm.com	17%
Middle@boardwalkcm.com	Michael@boardwalkcm.com	33%

Frequently Asked Questions

Where is Boardwalk Capital Management's headquarters located?

Boardwalk Capital Management's main headquarters is located at Atlanta, Georgia 30306 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Boardwalk Capital Management's phone number?

You can contact Boardwalk Capital Management's main corporate office by phone at

+1-404-343-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Boardwalk Capital Management's official website and social media links?

Boardwalk Capital Management's official website is boardwalkcm.com and has social profiles on LinkedIn.

What is Boardwalk Capital Management's SIC code NAICS code?

Boardwalk Capital Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Boardwalk Capital Management have currently?

As of February 2026, Boardwalk Capital Management has approximately 4 employees across 2 continents, including North AmericaAsia. Key team members include Coo: M. S.Director: G. J. W.Investment Operations Associate: A. J.. Explore Boardwalk Capital Management's employee directory with LeadIQ.

What industry does Boardwalk Capital Management belong to?

Boardwalk Capital Management operates in the Investment Management industry.

What technology does Boardwalk Capital Management use?

Boardwalk Capital Management's tech stack includes MoatCloudflare CDNcdnjsAmazon S3Open GraphFont AwesomeReveal.jsCloudflare Bot Management.

What is Boardwalk Capital Management's email format?

Boardwalk Capital Management's email format typically follows the pattern of Middle@boardwalkcm.com. Find more Boardwalk Capital Management email formats with LeadIQ.

When was Boardwalk Capital Management founded?

Boardwalk Capital Management was founded in 2009.

Boardwalk Capital Management

Q: How many employees does Boardwalk Capital Management have currently?

Boardwalk Capital Management has approximately 4 employees.

Q: What technology does Boardwalk Capital Management use?

Boardwalk Capital Management's tech stack includes Bootstrap, Datadog, jQuery Validation Plugin, Google Tag Manager, JSON-LD.

Investment ManagementGeorgia, United States2-10 Employees

Boardwalk Capital Management is an independent Registered Investment Advisory firm based in Atlanta, Georgia specializing in values-based investing. We don't tell you what to believe but instead create customized portfolios that incorporate your unique values, beliefs and social restrictions.  

Security selection is customized to sync with client values, while portfolio management employs low-cost investment vehicles to achieve tax efficiency and global diversification.  We connect investors with unique private investment opportunities across many asset classes, including energy, real estate, microfinance and private credit.