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Bostwick Investment Consulting CRD 338244
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Monroe Avenue Nw, Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-12 |
Branch Locations
99 Monroe Avenue Nw Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bostwick Investment Consulting | Grand Rapids | MI | 03/2025 | Present |
| Greenville Partners | Grand Rapids | MI | 09/2016 | 03/2023 |
| Greenville Asset Managment | Grand Rapids | MI | 01/2022 | 06/2025 |
I serve as a senior advisor for a private equity firm - Pritzker Alternative Strategies - 110 North Wacker Drive, Suite 3320, Chicago, IL 60606. The business is investment-related. I help give advice to the team and help make connections to other investment of managers. This relationship commenced on October 1, 2025 and will take approximately 2 hours per week and may be during securities trading hours. I am currently consulting for Greenville Asset Management - 3280 N. Evergreen Drive NE, Grand Rapids, MI 49525. This is investment-related but GAM is a single family office. I am assisting with the transition of my work as its former CEO/CIO to my replacements and creating continuity by consulting. The current contract started on July 1, 2025 and is currently scheduled to last until December 31, 2025. This work is up to 20 hours per week and is currently 5-10 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
| S66 | Uniform Combined State Law Examination | 2000-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-17 |
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