BODHI TREE CAPITAL MANAGEMENT, LLC

BODHI TREE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 166017). Regulatory assets under management: $31.0M.

Registration

• CRD: 166017
• Type: Registered investment adviser
• Phone: 808-222-3300
• Latest filing: 2026-01-28
• Regulatory AUM: $31.0M
• Discretionary AUM: $31.0M
• Clients: 2
• Accounts: 9

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166017 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search