BISON CAPITAL ADVISORS, LLC
Adviser information for BISON CAPITAL ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 501 | $230.5M |
| Non-Discretionary | 12 | $9.5M |
| Total | 513 | $240.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 145 | $230.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $9.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 230.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BISON CAPITAL ADVISORS WRAP FEE PROGRAM | BISON CAPITAL ADVISORS, LLC |
Identifiers
| SEC RIA File Number | 801-118651 |
|---|---|
| SEC ERA File Number | 801-118651 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306471 |
| Legal Entity Identifier | None |
Principal Office
1601 NW EXPRESSWAYSUITE 1515
OKLAHOMA CITY
OK
United States
Monday - Friday, 8-5
Tel: (405) 257-0646, Fax: None
Chief Compliance Officer
TODD OWENS
OWNER
1601 NW EXPRESSWAY
SUITE 1515
OKLAHOMA CITY
OK
United States
Tel:
(405) 257-0646
T***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OWENS, ROBERT, TODD | Individual | – | OWNER & CHIEF COMPLIANCE OFFICER | 05/2020 | > 75% |