BB
BB

Bogumil Baranowski

11 Years of Experience
Miami, FL

Bogumil Baranowski is a registered investment advisor at Blue Infinitas Capital, LLC, based in Miami, FL, with 11 years of industry experience. Bogumil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$16.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5201 Waterford District Drive, Suite 842A, Miami, FL, 33126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bogumil is a trustee for two trusts managed by Blue Infinitas Capital, LLC, and may collect trustee fees. He also receives royalties for published books and retains partial ownership in Sicart Associates, LLC, but has no responsibilities or wages from the business.

Employment History
Current Registrations
Blue Infinitas Capital, LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Sicart Associates, LLC
March 2022 - March 2024 · 2 yrs
Sicart Associates, LLC
April 2021 - March 2022 · 11 mos
Tocqueville Securities L.P.Broker
June 2010 - September 2016 · 6 yrs 3 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.