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Bitterroot Capital Advisors LLC

● SEC registered since 2000CRD 109088SEC# 801-58029Bozeman, MT
Export (members)
Reg. AUM
$1.45B
Employees
8
Accounts
19
Location
Bozeman, MT

Bitterroot Capital Advisors LLC assets under management

Bitterroot Capital Advisors LLC is an SEC-registered investment adviser based in Bozeman, MT. The firm has been registered since 2000. It reports $1.5 billion in regulatory assets under management and employs 8 people.

Bitterroot Capital Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew Stewart Martzloff ControlManaging Member50-75%1999
Carl Wade Gardiner ControlMember25-50%2021
Carol Peterson Chestnut ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Bitterroot Capital Advisors LLC manage?

Bitterroot Capital Advisors LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Bitterroot Capital Advisors LLC have?

Bitterroot Capital Advisors LLC reports 8 employees.

Where is Bitterroot Capital Advisors LLC located?

Bitterroot Capital Advisors LLC is based in Bozeman, MT and has been SEC-registered since 2000.

Does Bitterroot Capital Advisors LLC disclose fund performance?

Bitterroot Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address118 East Main Street, Bozeman, MT 59715
Phone406-556-8200
Office hours8:00 - 5:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$291.6M
Non-discretionary$1.16B
Total (RAUM)$1.45B