BORTEL INVESTMENT MANAGEMENT, LLC

Overview

Bortel Investment Management, LLC is a small, institutional-focused manager organized as an LLC that operates primarily through pooled investment vehicles. The firm is classified as a hedge fund manager and acts as sponsor, general partner and managing member for at least one pooled vehicle it advises. Its advisory work is concentrated on portfolio management for those pooled funds rather than broad retail advisory relationships. The firm’s business activity also includes other financial product sales, and its fee model is based on a percentage of assets under management. Capital deployment centers on alternative strategies: Bortel runs a hedge fund and allocates to real estate and third‑party hedge managers. Filings indicate the firm is not an active ESG investor and it does not position itself as a multi‑state or pension consultant adviser—its footprint is focused and specialized rather than broad-based retail distribution.

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Investments & Alternatives

Location & Offices