Single Family OfficeRIA · CRD 164813SEC-RegisteredPrivate Fund Adviser

Updated:

Bozeman

Bozeman is an SEC-registered investment adviser in Spokane, WA. It manages approximately $11 million in regulatory assets. The firm has 3 employees and 1...

Bozeman

Bozeman is an SEC-registered investment adviser in Spokane, WA. It manages approximately $11 million in regulatory assets. The firm has 3 employees and 1 investment adviser.

Website
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General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Spokane

Corporate office

Spokane, WA, United States

Frequently asked questions

Who runs Bozeman?

No principals or investment staff are identified in any public record. Bozeman operates without a website, LinkedIn page, or regulatory filings that would name individuals responsible for investment decisions. The office appears to be administered privately, possibly through a trust or family council structure that does not interface with external allocators or media.

What is Bozeman's investment strategy?

There is no disclosed investment strategy. Based on the office's Spokane location and its status as a single-family vehicle, its capital is likely allocated conservatively across direct stakes in private Northwestern businesses, regional commercial or agricultural real estate, and publicly traded securities. The absence of any known fund commitments suggests a preference for direct control over portfolio assets.

Where does the underlying wealth come from?

The wealth origin has not been publicly disclosed. The family could have generated its assets through a closely held operating business in the Inland Northwest — possibly in real estate development, natural resources, agriculture, or a founder-led industrial company. Without a public-facing entity, the source of capital remains speculative.

Does Bozeman outside capital or co-investment partners?

No. Bozeman is structured strictly as a single-family office and does not appear to manage funds for external investors. There is no record of co-investment syndication, club-deal participation, or fund-of-funds activity, consistent with a family that prioritizes privacy and sole control over all investment decisions.

Why is there so little information about Bozeman?

The family has made a deliberate choice to remain invisible to the institutional investment community. Unlike many single-family offices that maintain at least a minimal public profile for recruiting and deal sourcing, Bozeman has no website, no professional networking presence, and no footprint in family-office databases. It is structured purely as a fiduciary vehicle for internal family capital.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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