Bodhi Tree Capital Management, LLC

Bodhi Tree Capital Management, LLC (CRD# 166017) is a financial advisory firm headquartered in , . They manage $23,400,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $3,342,857
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Bodhi Tree Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Adam G. Brinkley-Svanberg
CRD#: 6327849
Incline Village, NV

Adam Brinkley-Svanberg (CRD# 6327849) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 9 years of experience in the finance industry.

2
Christopher J. Delellis
CRD#: 6146042
Incline Village, NV

Christopher Delellis (CRD# 6146042) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 11 years of experience in the finance industry.

3
Roger A. Wittenberg
CRD#: 6150285
Incline Village, NV

Roger Wittenberg (CRD# 6150285) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 11 years of experience in the finance industry.

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