Bitterroot Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bozeman, MT. Its latest Form ADV filing, dated April 30, 2026, reports $1.8B in regulatory assets under management, 7 employees, and 15 accounts.
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of April 30, 2026
Discretionary14.3%
$254M
14% of total RAUM14.3%
Non-discretionary85.7%
$1.5B
86% of total RAUM85.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts15
10Y AUM Change+$1.1B (+162.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee3:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.