Verified 10 Nov 2026
Bitterroot Capital Advisors LLC
Bitterroot Capital Advisors LLC is an independent multi-family office in Bozeman, Montana, that works with a limited number of entrepreneurial and multigenerational families. Its founder, a former investment banker who also set up a single-family office, started the firm in 1998 in San Francisco before relocating it to Bozeman in 2000. Its Form ADV filed on 24 August 2026 reported $1.8 billion in regulatory assets for 20 clients.
- Type
- Multi-family office
- Location
- Bozeman, Montana, United States
- Sectors
- Private equity, Private funds
- Fund size / AUM
- $1.8B regulatory AUM (Form ADV, filed 2026-08-24)
- Latest fund or filing
- 24 Aug 2026
- Website
- www.bitterrootcapital.com
Contacts on file
For Bitterroot Capital Advisors LLC, the paid file holds: 3 named decision-makers with roles; firm contact email; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/109088
- reports.adviserinfo.sec.gov/reports/ADV/109088/PDF/109088.pdf
- www.bitterrootcapital.com/
- www.bitterrootcapital.com/approach
- www.bitterrootcapital.com/service
- www.bitterrootcapital.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 8 lists
Family offices in the Mountain West (32)US family offices that invest in private funds (85)Family offices that invest in private funds (109)US family offices that invest in private equity (111)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices in the United States (481)