A complete list of active advisors currently associated with Bodhi Tree Capital Management, LLC

Warmer can help you find a great advisor at Bodhi Tree Capital Management, LLC or one who fits your needs even better.

Bodhi Tree Capital Management advises qualified individual and institutional investors, with a client mix skewed toward high‑net‑worth and otherwise qualified clients rather than non‑HNW retail individuals. The firm’s services are focused on equities and equity options and include separately managed accounts, advice to self‑managed investors, and management of a pooled hedge fund (the S&P Benchmark Alpha Fund). The firm employs fundamental and technical analysis and implements an options‑centric, active overlay across accounts; its stated approach centers on a core long position in an S&P 500 ETF complemented by cash and option strategies to seek additional yield and downside protection. Bodhi Tree uses exchange‑traded derivatives in separately managed accounts and relies on Interactive Brokers for trade execution and mark‑to‑market valuation of fund positions. Noteworthy distinctions for a firm of this size include operating a private pooled vehicle in addition to SMAs and using performance‑based compensation arrangements, features that are uncommon among peers. The adviser accepts only qualified clients, retains custody only for the pooled fund (individual accounts receive custodian statements), and is managed by a small two‑person team that combines active trading experience with corporate and venture operating backgrounds.

To learn more about the advisors currently working at Bodhi Tree Capital Management, 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.