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Bodhi Tree Capital Management, LLC

Headquartered in INCLINE VILLAGE, NV

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Firm Information

Bodhi Tree Capital Management, LLC is an investment advisor registered with the SEC. They advise high-net-worth individuals, other investment advisors, and pooled investment vehicles. They provide portfolio management services, including selection of other advisors, and have approximately $25.1 million in regulatory assets under management.

Bodhi Tree Capital Management, LLC

$25.10M

Assets Under Management

18

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

BODHI TREE CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

INCLINE VILLAGE, NV

Advisors at Bodhi Tree Capital Management, LLC

View All 3 Advisors
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Adam Gunnar Brinkley-svanberg

RA

INCLINE VILLAGE, NV

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Roger Alan Wittenberg

RA

INCLINE VILLAGE, NV

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Christopher Joseph Delellis

RA

INCLINE VILLAGE, NV

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Disclosures

There are no public disclosures for Bodhi Tree Capital Management, LLC.

Frequently Asked Questions (5)

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