Bowditch Advisory Services, LP

Overview

Bowditch Advisory Services, LP is a small, independent registered investment adviser that acts as a capital allocator for high-net-worth individuals and families. The firm runs discretionary portfolios and also provides financial planning and adviser-selection services. Its business activities include operating as a commodity pool operator or commodity trading advisor, which signals use of futures and managed futures strategies alongside traditional portfolio management. Investment appetite tilts strongly toward equities: the firm lists exchange-traded equities as its preferred asset type and allocates the largest single pool of assets there. Fee arrangements are flexible and include percentage-of-assets, hourly fees and performance-based fees, allowing Bowditch to structure compensation around tailored mandates. Bowditch does not position itself as an active ESG investor and is not registered as a multi-state adviser.

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