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Adam Gunnar Brinkley-svanberg

Bodhi Tree Capital Management, LLC

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About Adam Gunnar Brinkley-svanberg

Adam Brinkley-svanberg is an investment advisor representative at Bodhi Tree Capital Management, LLC. Adam is licensed to provide investment advice in Nevada. Adam has been in the industry since April 2014 and has passed the Uniform Investment Adviser Law Examination (Series 65). Adam is also registered as an investment advisor representative in Nevada. Bodhi Tree Capital Management, LLC is an investment advisor firm that provides portfolio management services to high-net-worth individuals, pooled investment vehicles, and other investment advisors. The firm manages approximately $25,100,000 in assets. The firm's clients have an average net worth of $2,510,000. The firm charges fees based on a percentage of assets under management and performance-based fees.

Firm Information

Adam Brinkley-svanberg is currently registered with Bodhi Tree Capital Management, LLC. 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.

$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.

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Adam Brinkley-svanberg’s Registration & Firm History

NV

05/21/2014 - Present

Bodhi Tree Capital Management, LLC (INCLINE VILLAGE NV)

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Licenses & Designations

IA

Issued 05/07/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Gunnar Brinkley-svanberg.
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