BOZEMAN, L.L.C.
Firm details
- Headquarters
- SPOKANE, Washington
- CRD number
- 164813
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bozeman, L.L.C. is an LLC-classified hedge fund manager that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm functions in sponsor and GP capacities and is listed as the managing member of its pooled vehicles, indicating hands-on operational control of its fund structures. Its compensation combines a percentage-of-assets-under-management component with performance-based fees. Regulatory and program attributes in the available data show Bozeman is not positioned as a multi-state adviser, does not market itself as an ESG investor, and does not operate as a pension consultant or related adviser. The firm appears organized around a single pooled product rather than a broad roster of retail advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1EMILY WRIGHT
Vice President, Chief Compliance OfficerCRD 6227634
Contacts
3 of 5BRANDON BISHOP
DirectorCRD 6227444
PAUL BIGGS
DirectorCRD 6227629
Rachelle Sorensen
TreasurerCRD 8064437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SPOKANE, WA
SPOKANE
Location
SPOKANE, WA
Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- SPOKANE
- Address
- 530 W Main Ave
- Time zone
- PT (UTC-8)
- Office locations
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