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Christopher Joseph Delellis

Bodhi Tree Capital Management, LLC

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About Christopher Joseph Delellis

Christopher Delellis is an Investment Advisor Representative at Bodhi Tree Capital Management, LLC, located in Incline Village, NV. Christopher is registered with the state of Nevada and has been in the industry since July 2012. Christopher has passed the Uniform Investment Adviser Law Examination. Bodhi Tree Capital Management, LLC provides investment advice to high-net-worth individuals, pooled investment vehicles, and other investment advisors. The firm manages approximately $25,100,000 in assets for its clients and primarily uses a percentage of assets and performance-based fees for compensation.

Firm Information

Christopher Delellis 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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Christopher Delellis’s Registration & Firm History

NV

03/21/2013 - Present

Bodhi Tree Capital Management, LLC (INCLINE VILLAGE NV)

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Licenses & Designations

IA

Issued 09/20/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Joseph Delellis.
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