Bootpack Financial Partners, LLC

Overview

Bootpack Financial Partners, LLC is an independent registered investment adviser operating as an LLC that serves a concentrated base of high-net-worth individuals, families and a limited number of small institutional clients. The firm’s advisory activity centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing plus the ability to charge hourly or fixed fees, which supports both ongoing wealth management relationships and project-based planning engagements. Public mutual funds and managed account structures are the dominant building blocks in client portfolios, but the firm also incorporates third‑party alternative fund managers across venture capital, private placements, real estate and digital currency. Bootpack does not position itself as a capital allocator: it sources external managers for alternative exposure rather than running in‑house private funds. The firm is not flagged as an active ESG investor and does not operate as a multi-state adviser in the filing snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices