Firm profile

BISON CAPITAL ASSET MANAGEMENT, LLC

SANTA MONICA, CACRD 160562Latest ADV March 28, 2026

Bison Capital Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 28, 2026, reports $962M in regulatory assets under management, 12 employees, 1 office, and 5 accounts.

Assets Under Management
$962M
Employees
12
Offices
1 office
Total Clients
5
Primary office
SANTA MONICA, CA
233 WILSHIRE BLVD., SUITE 425, SANTA MONICA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORichard A. Herdegen
CFORichard A. Herdegen

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$962Mas of March 28, 2026
Discretionary100.0%
$962M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$962M
Total Accounts5
10Y AUM Change+$220M (+29.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee0:1
10Y Employee Change+3 (+33.3%)

* 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.