BOZEMAN, L.L.C.

RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$11M
Accounts
1
Employees
3
Advisory reps
6

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

FINTRX

Overview

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

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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

Owners & executives

1 of 1
  • EMILY WRIGHT

    Vice President, Chief Compliance OfficerCRD 6227634

Contacts

3 of 5
  • BRANDON BISHOP

    DirectorCRD 6227444

  • PAUL BIGGS

    DirectorCRD 6227629

  • Rachelle Sorensen

    TreasurerCRD 8064437

Unlock 2 more contacts

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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth