Private EquityRIA · CRD 149775SEC-RegisteredPrivate Fund Adviser

Updated:

Bison Investment Advisors

We take a Family Office approach to protect, grow and perpetuate your family's hard earned assets.

Bison Investment Advisors logo

Bison Investment Advisors

We take a Family Office approach to protect, grow and perpetuate your family's hard earned assets. | We embrace the Family Office approach to protect, grow, and perpetuate our clients hard earned assets.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

The Woodlands

Corporate office

The Woodlands, TX, United States

Frequently asked questions

Is Bison Investment Advisors a family office or a traditional asset manager?

Bison is structured as an SEC-registered investment advisor, not a family office. It serves external private clients rather than managing a single family's capital, and its public materials reference customized financial planning for multiple investors rather than a single balance sheet.

What investment strategy does Bison Investment Advisors pursue?

Bison focuses on balancing non-traded assets with cash-flow-generating investments to provide portfolio liquidity. The firm states it designs less-volatile portfolios that produce income, aiming to reduce the likelihood of impulsive client decisions during market downturns. Specific asset classes or fund structures are not publicly detailed.

Does Bison Investment Advisors disclose its assets under management?

No. Bison does not publicly disclose AUM. Its SEC registration requires certain filings, but the firm has not released a self-reported AUM figure through its website or other public channels.

Who runs investment decisions at Bison Investment Advisors?

Bison has not publicly named any principals, portfolio managers, or investment committee members. No executives, founders, or key decision-makers are identified on the firm's website or in its available public materials.

Does Bison Investment Advisors operate additional offices beyond its headquarters?

The firm lists only a single presence in The Woodlands, Texas. No additional offices, regional hubs, or satellite locations are publicly disclosed.

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