President and Assistant Treasurer · Weitz Investment Management, Inc.
James J. Boyne
CRD 2370445 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Weitz Investment Management, Inc., an SEC-registered asset manager based in Omaha, NE with $8.1 billion in regulatory assets, lists James J. Boyne on its Form ADV as President and Assistant Treasurer, a control person. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Weitz Investment Management, Inc.President and Assistant TreasurerAsset manager · Omaha, NE · $8.1B in regulatory assets
- Kennedy Capital ManagementDirector Kennedy Capital Management LLCAsset manager · St Louis, MO · $5.0B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (17)
- Wallace R. WeitzCo-Chairman of the Board, Weitz Investment Management, Inc.
- Bradley P. HintonExecutive Vice President and Co-Chief Investment Officer, Weitz Investment Management, Inc.
- John R. DetischVice President and Chief Compliance Officer, Weitz Investment Management, Inc.
- Andrew S. WeitzCo-Chairman of the Board and Co-Chief Investment Officer, Weitz Investment Management, Inc.
- Shar M. BennettSenior Vice President, Chief Financial Officer and Treasurer, Weitz Investment Management, Inc.
12 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.