Togwotee Cio

Overview

Togwotee Cio is a compact, institutionally‑oriented advisory firm formed in 2021 and organized as a limited liability company. The firm operates as an owner‑managed RIA (owner type: individual) and markets portfolio management services to both institutions and individual/small business clients. Its advisory mandate is discretionary across the book — the firm reports all of its assets as managed on a discretionary basis — and it charges clients using a mix of percentage‑of‑AUM fees and fixed fees. Investment activity is centered on public pooled vehicles for core exposure, supplemented with targeted allocations to alternatives and corporate debt. Togwotee Cio does not list ESG as an active investment focus and it is not registered as a multi‑state adviser or a pension consultant. The firm describes its primary advisory capabilities as portfolio management for individuals/small businesses and for business or institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices