A complete list of active advisors currently associated with Bison Investment Advisors, LLC
Warmer can help you find a great advisor at Bison Investment Advisors, LLC or one who fits your needs even better.
Bison Investment Advisors, LLC provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, qualified retirement plans and business entities. The firm also offers retirement‑plan consulting, business consulting that can include assistance with capital raises and Reg D private placements, and a held‑away account service for managing participant accounts in defined contribution plans. The firm pursues multi‑asset portfolios that may include cash, fixed income, equity and a range of alternative investments (such as metals, real estate, hard assets, and long/short strategies), and it may engage unaffiliated managers to implement alternative strategies. Bison conducts quarterly account reviews, manages separate accounts on a discretionary basis, and operates a proprietary pooled investment vehicle for investor clients, where performance‑based compensation may apply to qualified investors per the partnership offering documents. What is distinctive about Bison relative to many peers is its role as general partner and sponsor of Grand Parkway Capital Fund I, LP — it serves as a private fund adviser and provides portfolio management for pooled vehicles, which gives rise to custody considerations and conflicts the firm discloses in its offering materials. The firm also discloses a 2023 regulatory settlement involving the holding of a leveraged exchange‑traded fund and describes policies for addressing related conflicts and third‑party relationships.
To learn more about the advisors currently working at Bison Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
The Woodlands, TX
| 10
| |
The Woodlands, TX
| —
| |
The Woodlands, TX
| 31
| |
The Woodlands, TX
| 23
|
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