BISON INTERESTS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BELLAIRE, Texas
CRD number
240790

Firm profile

FINTRX

Overview

Bison Interests, LLC is organized as a limited liability company that does not report retail advisory relationships. The firm’s regulatory profile and business activity classification identify it primarily as an Other Financial Product Salesperson rather than a traditional registered investment adviser serving individual advisory accounts. Its reported capital deployment activity centers on two private pooled vehicles categorized as "Other," indicating a focus on non‑retail, non‑discretionary product distribution or sponsorship rather than running a broad roster of client accounts. The firm's public filings indicate limited breadth of advisory services: it is not registered as a multi‑state adviser and is not identified as an active ESG investor. The combination of a salesperson classification and the presence of private funds suggests the firm’s investment activity is concentrated on structuring, offering or supporting private pooled investments rather than managing a diversified slate of publicly listed securities for retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JOSHUA YOUNG

    FounderCRD 5833884

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

BELLAIRE, TX

HARRIS

Location

BELLAIRE, TX

Headquartered in BELLAIRE, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
6575 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth