BONE ASSET MANAGEMENT

Overview

Bone Asset Management is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients through fee-based relationships calculated as a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selecting other external advisers when clients need capabilities the firm does not provide directly. Bone identifies itself as a capital allocator, which is reflected in its use of third-party alternative managers alongside traditional vehicles. The firm does not position itself as an ESG investor and is not a multi-state adviser according to available disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives