Bozeman, L.L.C.
- Regulatory AUM
- $11.0M
- Discretionary
- $11.0M
- Clients
- 1
- Avg AUM / client
- $11.0M
- Accounts
- 1
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $11.0M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2013 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Knapton, Limited Partnership | Hedge Fund | Washington | $0 | 1 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Ross Knapton | Registered representative | Personal Financial Specialist | Nov 2013 (13y) | |
| Emily Ann Wright | Registered representative | Personal Financial Specialist | Mar 2015 (11y) |
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 (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Knapton, Limited Partnership | Hedge Fund | $0 | $25.0K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.28 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
- • Performance-based 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: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗