# BOZ & COMPANY LLC

BOZ & COMPANY LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 167851
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167851

## About

BOZ & COMPANY LLC is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages $16 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does BOZ & COMPANY LLC have any publicly known principals or leadership?

No named principals, officers, or investment professionals have been associated with BOZ & COMPANY LLC in any public source. The firm's ownership and management structure are not disclosed. This level of privacy is common among family offices that limit external communication.

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Last updated: 2026-07-06T01:24:12.928Z

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