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).
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Total Assets Under Management23MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$3,342,857
- A percentage of assets under your management
- Performance-based fees
- 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)
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.
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.
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.