BISON CAPITAL ASSET MANAGEMENT, LLC
Adviser information for BISON CAPITAL ASSET MANAGEMENT, LLC last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 5 | $887.9M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $887.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $887.9M |
| Pension and profit sharing plans | 0 | $0 |
| 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 pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73871 |
|---|---|
| SEC ERA File Number | 801-73871 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160562 |
| Legal Entity Identifier | None |
Principal Office
233 WILSHIRE BLVD.SUITE 425
SANTA MONICA
CA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: (310) 260-6572, Fax: None
Chief Compliance Officer
RICHARD A. HERDEGEN
CHIEF FINANCIAL OFFICER
233 WILSHIRE BLVD.
SUITE 425
SANTA MONICA
CA
United States
Tel:
310-260-6572
R********@***************M
(Full email address available in API data)
Regulatory Contact
PETER S. MACDONALD
PARTNER
1122 EAST ATLANTIC AVE, SUITE B
DELRAY BEACH
FL
United States
Tel:
646-792-2080
P*********@***************M
(Full email address available in API data)
Industry Affiliates
| BISON CAPITAL PARTNERS IV GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BISON CAPITAL PARTNERS V GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BISON CAPITAL PARTNERS VI GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BISON CAPITAL PARTNERS IV, L.P. | Private Equity Fund | $179.9M | $5.0M | 33 |
| BISON CAPITAL PARTNERS V-A, L.P. | Private Equity Fund | $29.8M | $5.0M | 4 |
| BISON CAPITAL PARTNERS V, L.P. | Private Equity Fund | $320.7M | $5.0M | 35 |
| BISON CAPITAL PARTNERS VI-A, L.P. | Private Equity Fund | $45.1M | $5.0M | 3 |
| BISON CAPITAL PARTNERS VI, L.P. | Private Equity Fund | $312.4M | $5.0M | 28 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CABALLERO, LOU, NISSEN | Individual | – | MANAGING MEMBER | 06/2010 | 10-25% |
| TRUSSLER, DOUGLAS, BYRON | Individual | – | MANAGING MEMBER | 01/2003 | 10-25% |
| CHU, YEE-PING | Individual | – | MANAGING MEMBER | 06/2005 | 10-25% |
| MACDONALD, PETER, SCOTT | Individual | – | MANAGING MEMBER | 01/2009 | 10-25% |
| HERDEGEN, RICHARD, ALLEN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2014 | < 5% |
| HILDEBRAND, ANDREAS, TODD | Individual | – | MANAGING MEMBER | 09/2013 | 10-25% |
| PILECKI, KURTIS, JAMES | Individual | – | MANAGING MEMBER | 07/2022 | 10-25% |