Hedge Fund
    SEC Registered
    Manages Private Funds

    Bitterroot Capital Advisors LLC

    Registered investment advisor · Bozeman, Montana · CRD #109088

    Assets Under Management
    $1.8B
    Client Accounts
    15
    Employees
    7
    CRD Number
    109088
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bitterroot Capital Advisors LLC

    Bitterroot Capital Advisors LLC is an independent, SEC-registered investment management firm founded in 1999, serving high-net-worth individuals with strategic financial planning and advisory services. The firm has a small team and offers unconditional advice.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bitterroot Capital Advisors LLC

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    Frequently Asked Questions

    What is Bitterroot Capital Advisors LLC's AUM?

    Bitterroot Capital Advisors LLC reports approximately $1.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bitterroot Capital Advisors LLC headquartered?

    Bitterroot Capital Advisors LLC is headquartered in Bozeman, Montana.

    What is Bitterroot Capital Advisors LLC's CRD number?

    Bitterroot Capital Advisors LLC's CRD number is 109088. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bitterroot Capital Advisors LLC manage?

    Bitterroot Capital Advisors LLC manages approximately 15 client accounts according to its latest SEC filing.

    Is Bitterroot Capital Advisors LLC SEC registered?

    Yes, Bitterroot Capital Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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