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| Bitterroot Capital Advisors LLC
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|
|
|---|---|
| CRD # | 109088 |
| SEC # | 801-58029 |
| CIK # | |
| AUM | $1.2 BB (2023-03-10) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 406-556-8200 |
| Address | 118 East Main Street Bozeman, MT 59715 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 1,228.7 |
| (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 | 18 | 1,228.7 |
| By Discretionary | ||
| Discretionary | 14 | 97.5 |
| Non-Discretionary | 4 | 1,131.2 |
| Total | 18 | 1,228.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,048.5 | |
| United States Persons | 180.2 | |
| Total | 18 | 1,228.7 |
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|---|---|---|
|
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✚
|
AZ | 1.2 |
|
Prism Financial Group LLC
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|
KS | 1.2 |
|
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|
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Jaffe Tilchin Investment Partners LLC
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|
TFC Financial Management Inc
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|
Crown Capital Securities LP
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|
Cardinal Point Capital Management ULC
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1.2 | |
|
Bison Wealth LLC
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