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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-22-2020
- Office Locations
- 1
Office Locations
About Bootpack Financial Partners, LLC
Bootpack Financial Partners is a boutique Jackson Hole wealth manager serving individuals and families with wealth from business success, family legacy, or inheritance. Founder Matt Lusins (ex-Renaissance Technologies, Deutsche Bank, Carlyle) provides a 360-degree, tax-aware planning approach, coordinating investments, trusts, insurance and giving with clients' attorneys and CPAs. Portfolios pair traditional allocations with rigorously diligenced alternative investments; advice is independent with no product sales.
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Owner & Executives
Matthew Ronald Lusins
Chief Compliance Officer, Director Of Business Development, Managing Member
- CRD
- #7299049
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,193,783 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,193,783 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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