Bitterroot Capital Advisors LLC
● SEC registered since 2000CRD 109088SEC# 801-58029Bozeman, MT
Reg. AUM
$1.78B
Employees
7
Accounts
15
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 $1.8 billion in regulatory assets under management and employs 7 people.
Bitterroot Capital Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Stewart Martzloff Control | Managing Member | 50-75% | 1999 |
| Carol Peterson Chestnut Control | Chief Compliance Officer | Under 5% | 2024 |
| Keith A Gertsen Control | Member | 10-25% | 2024 |
Frequently asked questions
How much does Bitterroot Capital Advisors LLC manage?
Bitterroot Capital Advisors LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Bitterroot Capital Advisors LLC have?
Bitterroot Capital Advisors LLC reports 7 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
| Address | 118 East Main Street, Bozeman, MT 59715 |
| Phone | 406-556-8200 |
| Office hours | 8:00 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.78B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.78Bregulatory AUM
Discretionary $254MNon-discretionary $1.53B