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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

BOSSLIFE

BOSSLIFE INVESTMENTS US, INC., CRD 298479

TORONTO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3afadd80-05f5-0e2d-9244-20ac72ba96be

Data as of Mar 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2018 to Mar 13, 2024
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
SEC number: 801-114345
CRD: 298479
Filings on the tape: 18
First filed: Oct 29, 2018
Latest filed: Mar 13, 2024
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOSSLIFE INVESTMENTS INC.	SOLE SHAREHOLDER	E	yes	06/2018	Oct 29, 2018	Mar 13, 2024
GOTTLIEB, SCOTT, ERIC	CHIEF COMPLIANCE OFFICER	Na	yes	06/2018	Oct 29, 2018	Mar 13, 2024
Martin, Amy	Shareholder	E	yes	06/2018	Oct 29, 2018	Mar 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 13, 2024	n/a	n/a	2	1	1	n/a	n/a
2022	Feb 5, 2023	n/a	n/a	4	1	1	n/a	n/a
2021	Mar 25, 2022	n/a	n/a	4	1	1	n/a	n/a
2020	Feb 3, 2021	n/a	n/a	4	1	1	n/a	n/a
2019	Jan 6, 2020	n/a	n/a	4	1	1	n/a	n/a
2018	Feb 15, 2019	n/a	n/a	4	1	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	n/a	n/a	n/a	n/a	n/a	2	4	1	1

Relationships

Controls (3)

← GOTTLIEB, SCOTT, ERICOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 29, 2018 to presentfactForm ADV
← Martin, AmyOwnerSHAREHOLDER, ownership code E, individual
Oct 29, 2018 to presentfactForm ADV
← BOSSLIFE INVESTMENTS INC.OwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Oct 29, 2018 to presentfactForm ADV

Dated events

Occurred
Oct 29, 2018
First Form ADV filing
Bosslife filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3afadd80-05f5-0e2d-9244-20ac72ba96be
First observed: Oct 29, 2018
Last observed: Mar 13, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOSSLIFE

BOSSLIFE INVESTMENTS US, INC., CRD 298479

TORONTO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3afadd80-05f5-0e2d-9244-20ac72ba96be

Data as of Mar 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOSSLIFE INVESTMENTS INC.

SOLE SHAREHOLDER

yes

06/2018

Oct 29, 2018

Mar 13, 2024

GOTTLIEB, SCOTT, ERIC

CHIEF COMPLIANCE OFFICER

yes

06/2018

Oct 29, 2018

Mar 13, 2024

Martin, Amy

Shareholder

yes

06/2018

Oct 29, 2018

Mar 13, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 13, 2024

n/a

2022

Feb 5, 2023

n/a

2021

Mar 25, 2022

n/a

2020

Feb 3, 2021

n/a

2019

Jan 6, 2020

n/a

2018

Feb 15, 2019

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

n/a