BISON CAPITAL GROUP, LLC

RIASEC RegisteredEst. 2021
Total AUM
$306M
Discretionary
$306M
100% of AUM
Avg account
$9.9M
Accounts
31
Employees
6
Advisory reps
3

Firm details

Headquarters
EDMOND, Oklahoma
CRD number
315170
Registered since
November 24, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bison Capital Group, LLC is a privately owned limited liability company that registers with the SEC and operates as a manager of pooled real estate vehicles. The firm positions itself as an institutional-focused sponsor and general partner, providing portfolio management for closed-ended and pooled investment products rather than acting as a broad capital allocator. Its revenue model combines asset-based fees with performance-based compensation, and it does not identify as an active ESG investor or a multi-state advisory platform. As sponsor and managing member of its funds, Bison takes direct operating and governance roles within its pooled vehicles. The firm was SEC-registered in 2021 and lists its primary client type as institutional investors; it does not present itself as a pension consultant or a related adviser to other entities.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Robert Bobo

    PartnerCRD 8176775

  • Shawn Brewer

    Managing PartnerCRD 7454616

  • Erin Brewer

    OwnerCRD 7454611

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EDMOND, OK

OKLAHOMA

Location

EDMOND, OK

Headquartered in EDMOND, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
16404 Muirfield Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth