# Bourbon Financial Management

Bourbon Financial Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://bourbonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/patrickbourbon

## Regulatory record

- **CRD number:** 152178
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152178

## About

Bourbon Financial Management is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in — New York.

## Questions

### Who manages investment decisions at Bourbon Financial Management?

No principals or investment professionals are publicly named for Bourbon Financial Management. The firm does not maintain a visible website or LinkedIn presence, making it impossible to identify decision-makers.

### Does Bourbon Financial Management co-invest with external partners?

There are no public records that confirm co-investment activity. The firm's opaque nature means it is not known whether it engages with other family offices or institutional investors.

## Related profiles

- [Hurlburt Financial](https://altss.com/profile/hurlburt-financial)
- [Clear Harbor Asset Management](https://altss.com/profile/clear-harbor-asset-management-llc)

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Last updated: 2026-07-06T01:24:12.928Z

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