CRD: 166017
Bodhi Tree Capital Management, LLC
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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-2013
- Office Locations
- 1
Office Locations
About Bodhi Tree Capital Management, LLC
Bodhi Tree Capital Management is a boutique RIA in Incline Village, NV providing individualized portfolio construction and investment guidance, with planning support for select clients. The firm emphasizes clear, growth-oriented strategies and often implements exposures via ETFs and derivatives in SMAs. Advice is delivered only in scheduled Zoom or in-person meetings, reflecting a privacy- and security-focused client process.
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Accredited Investors
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Owner & Executives
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CHRISTOPHER JOSEPH DELELLIS
Investment Advisor
- CRD
- #6146042
ROGER ALAN WITTENBERG
Partner
- CRD
- #6150285
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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