Bitterroot Capital Advisors LLC

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Assets, Funds, Holdings

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Bitterroot Capital Advisors LLC
CRD #109088
SEC #801-58029
CIK #0002110106
AUM 1,780.0 M (2026-04-30)
Employees 7 (100% Investors, 14% Brokers)
Phone406-556-8200
Address118 East Main Street
Bozeman, MT 59715
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
18001440108072036001999200820172027
Sector Form 13F Holdings Value ($M)
Tesla Motors Inc 3.0
MSCI Inc 2.0
Plains GP Holdings LP 1.0
Enterprise Products Partners L P 0.9
MPLX LP 0.5
Western Gas Equity Partners LP 0.5
Nvidia Corp 0.5
SPDR Gold Trust 0.4
iShares Bitcoin Trust 0.4
Fidelity Wise Origin Bitcoin Fund 0.4
Holdings by Sector ($M)
170136102683402025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 20 1,780.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 15 1,780.0
By Discretionary
Discretionary 7 254.0
Non-Discretionary 8 1,526.1
Total 15 1,780.0
By Non-United States Persons
Non-United States Persons 1,426.0
United States Persons 354.1
Total 15 1,780.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002110106]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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