$1.8B Total AUM
$254.0M Disc. AUM
12.8% 3Y CAGR
7 Employees
20 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember focusQuantum momentum +more
- Established Date
- 10-20-2000
- Office Locations
- 2
Office Locations
118 East Main Street Bozeman MT
-- Boca Raton FL
About Bitterroot Capital Advisors LLC
Bitterroot Capital Advisors is a Bozeman, MT RIA serving a select group of high-net-worth individuals, family offices, and related entities. The firm provides investment management, portfolio construction, and financial/estate planning, with exposure across public markets, ETFs, fixed income, and alternatives (e.g., private equity/credit, real estate, hedge funds). Custody includes Schwab; relationships begin with a confidential exploratory consult.
Team overview
60 AVG AGE
$254.3M AVG AUM / ADVISOR
$89.0M AVG AUM / CLIENT
8 yrs AVG TENURE
7 Employees
7 Advisory Reps
0 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Oak ember Focus delta Frontier vector Pioneer horizon Atlas element Pioneer Quantum vital Catalyst signal Timber ember Matrix peak Matrix
CRM
Eagle
Custodian
Vertex Quantum eagle Unison beacon Value wave Radial Element pathway Element
Investment Themes
Vector pioneer Harbor harbor Harbor Legacy
Investment Vehicles
Capital vector Delta Frontier
Services
Legacy alpha Matrix foundation Zenith frontier Zenith Delta
Technology
Crest Bridge Wave optima Unison timber Summit Glacier frontier
Owner & Executives
ANDREW STEWART MARTZLOFF
Financial Advisor, General Partner, Managing Member
- CRD
- #4381100
- Ownership
- 50% but less than 75%
(306) 962-2760
bridge.bridge@beaconcapital.com
in linkedin.com/in/crest-vector
Keith A Gertsen
--
- CRD
- #2289103
- Ownership
- 10% but less than 25%
(227) 202-5946
pioneer.oak@crestcapital.com
in linkedin.com/in/focus-meridian
M
Momentum glacier
Peak delta
- CRD
- #51561
- Ownership
- 5.0%
(818) 791-5228
crest.horizon@fusioncapital.com
in linkedin.com/in/wave-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,984,337 | $36,283,477 |
| Non-Discretionary | $1,526,054,461 | $190,756,808 |
| Total | $1,780,038,798 | $118,669,253 |
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Separately Managed Accounts
Total SMA Asset: $1,780,038,798
Private Funds:
15.1% Equity - OTC:
15.7% Public Funds:
19.6% Equity - Exchange:
7.7% Cash:
9.5% Corporate - Investment Grade:
12.3% Other:
9.2% Other:
10.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $632,255,489 | 15.1% |
| Equity - OTC | $657,378,224 | 15.7% |
| Public Funds | $820,675,999 | 19.6% |
| Equity - Exchange | $322,408,428 | 7.7% |
| Cash | $397,776,632 | 9.5% |
| Corporate - Investment Grade | $515,016,060 | 12.3% |
| Other | $385,215,265 | 9.2% |
| Other | $456,396,346 | 10.9% |
| Total | $4,187,122,443 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ZENITH NORTH | RADIAL CATALYST | TPGVW63PH | ZAT | 5.02% | $119,513,375 |
| VECTOR FOCUS HARBOR | BRIDGE MATRIX | QLYFCXPWG | DTXU | 3.26% | $81,879,881 |
| ALPHA DELTA | MATRIX OAK | BJCOSJ91L | BTBB | 7.09% | $12,908,687 |
| CAPITAL RADIAL LEGACY | VITAL FUSION | YZ7HASWB2 | WDOM | 6.77% | $90,220,955 |
| MATRIX LEGACY OAK | LEGACY HARBOR | 7MMX444CA | FJSLD | 5.98% | $61,353,637 |
| MERIDIAN PEAK PIONEER | VITAL FUSION | H43EN7LR5 | UGCGM | 7.88% | $22,548,090 |
| ATLAS PEAK PATHWAY | PEAK BRIDGE | TVKMNAJDI | WSOV | 11.94% | $47,732,580 |
| SUMMIT VERTEX ELEMENT | CATALYST ZENITH | IDEIUKTLI | ARE | 2.57% | $21,969,018 |