Bostwick Capital Llc
- Regulatory AUM
- $245M
- Discretionary
- $245M
- Clients
- 6
- Avg AUM / client
- $40.9M
- Accounts
- 6
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $245M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $260M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bostwick Compound Lp master | Hedge Fund | Delaware | $139M | 182 |
| Bostwick Opportunity Holding Fund I Lp master | Private Equity Fund | Cayman Islands | $57.5M | 20 |
| U Bostwick Pi Lp | Private Equity Fund | Cayman Islands | $35.8M | 2 |
| Bostwick Opportunity Fund Ii Lp | Private Equity Fund | Cayman Islands | $28.3M | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bostwick, Thomas, Stokes | Managing Member | Jun 2006 (20y) | 75% or more | |
| Bunn, Willard | Chief Operating Officer | Jun 2006 (20y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $260M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bostwick Compound Lp | Hedge Fund | $139M | $1.0M | 182 |
| Bostwick Opportunity Holding Fund I Lp | Private Equity Fund | $57.5M | $1.0M | 20 |
| U Bostwick Pi Lp | Private Equity Fund | $35.8M | $1.0M | 2 |
| Bostwick Opportunity Fund Ii Lp | Private Equity Fund | $28.3M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.84 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗