BANTAM INC.

Overview

Bantam Inc. is an independent registered investment adviser that serves a very small, high-balance client base of individuals and families. The firm operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its activity indicates a heavy emphasis on managed public funds — primarily mutual funds — while also maintaining the capability to source and allocate to third-party alternative managers. Bantam Inc. sponsors or serves as a general partner/managing member for pooled investment vehicles, which aligns with its designation as a capital allocator and its ownership of a hedge fund.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices