Bighorn Financial

Overview

Bighorn Financial is a small, privately owned investment advisor that operates with a private equity fund orientation while serving both individual/family and institutional clients. The firm combines traditional portfolio management for individuals and pooled vehicles with pension consulting services, charging a mix of asset‑based fees and performance‑linked fees. Its stated approach skews toward equity exposure, using exchange‑traded instruments as a core building block, and it supplements public equity positions with allocations to private market strategies and other alternatives. Mandates appear to be largely non‑discretionary, meaning clients typically retain trading authority and the firm provides advisory recommendations and portfolio construction. Bighorn Financial does not present itself as an active ESG investor. The firm’s structure and fee model — including performance fees — align with manager‑led private fund activity alongside advisory relationships with high‑net‑worth and institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices