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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BOSTON OMAHA ASSET MANAGEMENT

BOAM RIA LLC, CRD 324144

OMAHA, NE

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:7c8d0033-447d-3be9-ae9b-a6c516b089c5

Data as of Nov 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 6
On other graphs: 1
Observed: Apr 14, 2023 to Nov 27, 2024
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Boston Omaha Asset Management

Real estate fund manager · shared crd

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
Regulatory AUM: $127MItem 5.F on the latest filing (2024-11-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $127M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Individual clients: 0
High net worth clients: 0
Private funds: 5Schedule D 7.B(1)
Private fund GAV: $127Mgross asset value as reported per fund; never fund size
Custody, client assets: $127M
Relying advisers: 1
SEC number: 801-127986
CRD: 324144
Filings on the tape: 8
First filed: Apr 14, 2023
Latest filed: Nov 27, 2024
Organised: Limited Liability Company, Delaware
Website: bostonomahaam.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
24TH STREET FUND II, LLC	Real Estate Fund	$43.6M	Nov 27, 2024	73	Jun 30, 2023	reported	021-384116
24TH STREET FUND I, LLC	Real Estate Fund	$33.5M	Nov 27, 2024	47	Jun 30, 2023	reported	021-379076
FUND ONE: BOSTON OMAHA BUILD FOR RENT LP	Real Estate Fund	$30.5M	Nov 27, 2024	33	Jun 30, 2023	reported	021-469844
BORE HIRSCH, LLC	Real Estate Fund	$15.9M	Nov 27, 2024	46	Sep 13, 2023	reported	021-490859
BORE FOURTH STREET, LLC	Real Estate Fund	$3.6M	Nov 27, 2024	31	Mar 28, 2024	reported	021-501671

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
BOAM B LLC	MANAGING MEMBER	E	yes	09/2022	Apr 14, 2023	Nov 27, 2024
BOSTON OMAHA ASSET MANAGEMENT, LLC	MEMBER/MANAGER	E	yes	09/2022	Apr 14, 2023	Nov 27, 2024
BOSTON OMAHA CORPORATION	MEMBER/MANAGER	E	yes	09/2017	Apr 14, 2023	Nov 27, 2024
PETERSON, ADAM, KENNETH	MEMBER/MANAGER	F	yes	09/2017	Apr 14, 2023	Nov 27, 2024
PETERSON, ADAM, KENNETH	Manager	Na	yes	01/2023	Apr 14, 2023	Nov 27, 2024
WEISENBURGER, JOSHUA, PAUL	CHIEF COMPLIANCE OFFICER	Na	no	05/2024	May 30, 2024	Nov 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THE MAGNOLIA GROUP, LLC	n/a	Asset manager	$711M	N	yes	n/a
BOAM FUND ONE: GP LLC	n/a	n/a	n/a	N	yes	n/a
BOSTON OMAHA ASSET MANAGEMENT, LLC	n/a	n/a	n/a	Y	no	n/a
GENERAL INDEMNITY GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
LOGIC REAL ESTATE COMPANIES LLC	n/a	n/a	n/a	N	yes	n/a

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 28, 2024	$144M	$144M	12	9	1	5	$144M

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	$127M	n/a	n/a	n/a	n/a	12	n/a	0	n/a

Relationships

Affiliated with (2)

← THE MAGNOLIA GROUP, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ THE MAGNOLIA GROUP, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (5)

→ BORE FOURTH STREET, LLCPrivate fundReal Estate Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ FUND ONE: BOSTON OMAHA BUILD FOR RENT LPPrivate fundReal Estate Fund, IA
Jun 30, 2023 to presentfactForm ADV
→ 24TH STREET FUND II, LLCPrivate fundReal Estate Fund, IA
Jun 30, 2023 to presentfactForm ADV
→ BORE HIRSCH, LLCPrivate fundReal Estate Fund, IA
Sep 13, 2023 to presentfactForm ADV
→ 24TH STREET FUND I, LLCPrivate fundReal Estate Fund, IA
Jun 30, 2023 to presentfactForm ADV

Owns (1)

← WEISENBURGER, JOSHUA, PAULOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 30, 2024 to presentfactForm ADV

Controls (4)

← PETERSON, ADAM, KENNETHOwnerMEMBER/MANAGER, ownership code F, individual
Apr 14, 2023 to presentfactForm ADV
← BOAM B LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 14, 2023 to presentfactForm ADV
← BOSTON OMAHA ASSET MANAGEMENT, LLCOwnerMEMBER/MANAGER, ownership code E, domestic entity
Apr 14, 2023 to presentfactForm ADV
← BOSTON OMAHA CORPORATIONOwnerMEMBER/MANAGER, ownership code E, domestic entity
Apr 14, 2023 to presentfactForm ADV

Dated events

Occurred
Feb 3, 2025
Left the SEC roster
Boston Omaha Asset Management no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $127.1M)
Form ADVobserved 4 days ago
$127M
Occurred
May 30, 2024
Control person left
Lynn Jessica Hayes (Chief Compliance Officer) no longer on Schedule A of Boston Omaha Asset Management (listed 2024-03-28, absent 2024-05-30)
Form ADVobserved 4 days ago
Occurred
May 30, 2024
Control person left
Joseph Brendan Keating (Manager) no longer on Schedule A of Boston Omaha Asset Management (listed 2024-03-28, absent 2024-05-30)
Form ADVobserved 4 days ago
Occurred
May 30, 2024
Control person left
Buffett Alexander Rozek (Manager) no longer on Schedule A of Boston Omaha Asset Management (listed 2024-03-28, absent 2024-05-30)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person left
Andrew Mark Burgers (Chief Operating Officer) no longer on Schedule A of Boston Omaha Asset Management (listed 2024-01-19, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Apr 14, 2023
First Form ADV filing
Boston Omaha Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c8d0033-447d-3be9-ae9b-a6c516b089c5
First observed: Apr 14, 2023
Last observed: Nov 27, 2024 22 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.

BOSTON OMAHA ASSET MANAGEMENT

BOAM RIA LLC, CRD 324144

OMAHA, NE

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:7c8d0033-447d-3be9-ae9b-a6c516b089c5

Data as of Nov 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

24TH STREET FUND II, LLC

Real Estate Fund

$43.6M

Nov 27, 2024

Jun 30, 2023

reported

021-384116

24TH STREET FUND I, LLC

Real Estate Fund

$33.5M

Nov 27, 2024

Jun 30, 2023

reported

021-379076

FUND ONE: BOSTON OMAHA BUILD FOR RENT LP

Real Estate Fund

$30.5M

Nov 27, 2024

Jun 30, 2023

reported

021-469844

BORE HIRSCH, LLC

Real Estate Fund

$15.9M

Nov 27, 2024

Sep 13, 2023

reported

021-490859

BORE FOURTH STREET, LLC

Real Estate Fund

$3.6M

Nov 27, 2024

Mar 28, 2024

reported

021-501671

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOAM B LLC

MANAGING MEMBER

yes

09/2022

Apr 14, 2023

Nov 27, 2024

BOSTON OMAHA ASSET MANAGEMENT, LLC

MEMBER/MANAGER

yes

09/2022

Apr 14, 2023

Nov 27, 2024

BOSTON OMAHA CORPORATION

MEMBER/MANAGER

yes

09/2017

Apr 14, 2023

Nov 27, 2024

PETERSON, ADAM, KENNETH

MEMBER/MANAGER

yes

09/2017

Apr 14, 2023

Nov 27, 2024

PETERSON, ADAM, KENNETH

Manager

yes

01/2023

Apr 14, 2023

Nov 27, 2024

WEISENBURGER, JOSHUA, PAUL

CHIEF COMPLIANCE OFFICER

05/2024

May 30, 2024

Nov 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THE MAGNOLIA GROUP, LLC

n/a

Asset manager

$711M

yes

n/a

BOAM FUND ONE: GP LLC

n/a

yes

n/a

BOSTON OMAHA ASSET MANAGEMENT, LLC

n/a

GENERAL INDEMNITY GROUP, LLC

n/a

yes

n/a

LOGIC REAL ESTATE COMPANIES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$144M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$127M

n/a