BISON CAPITAL ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$962M
Discretionary
$962M
100% of AUM
Avg account
$192M
Accounts
5
Employees
12
Advisory reps
7

Firm details

Headquarters
SANTA MONICA, California
CRD number
160562
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bison Capital Asset Management, LLC is a private-equity-focused adviser organized as an LLC and SEC-registered since 2012. The firm is owner-operated (individual owner) and targets institutional clients, acting as sponsor, general partner and managing member for pooled investment vehicles. Its advisory role centers on portfolio management for those pooled funds. Fee arrangements combine a percentage of assets under management with performance-based compensation. The firm also identifies itself as an active ESG investor. Bison is not positioned as a broad capital allocator or pension consultant; its activity is concentrated on running private equity vehicles rather than providing multi-state retail advisory services or acting as a related adviser to other firms.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD HERDEGEN

    Chief Financial OfficerCRD 6317795

Contacts

3 of 6
  • YEE CHU

    PartnerCRD 2931295

  • PETER MACDONALD

    PartnerCRD 1864364

  • LOU CABALLERO

    PartnerCRD 3007986

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
233 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth