# Bortel Investment Management

Bortel Investment Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153297
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153297

## About

Bortel Investment Management, LLC is a state-registered investment adviser in Gig Harbor, WA. The firm manages approximately $63 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Bortel Investment Management have a public investment track record?

No public investment track record is available for Bortel Investment Management. The firm has not disclosed portfolio holdings, deal activity, or performance data in any verifiable source.

### What is the legal structure of Bortel Investment Management?

Bortel Investment Management is registered as a limited liability company (LLC) in the United States, a common legal form for family offices that provides liability protection and operational flexibility.

### How does Bortel Investment Management source investment opportunities?

The firm's deal sourcing process is not publicly documented. Without a disclosed investment strategy or known relationships, the sourcing model cannot be determined from available information.

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Last updated: 2026-07-06T01:24:12.826Z

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