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White Bison Capital, LLC (Boulder)


White Bison Capital, LLC is a large advisory firm based in Boulder. It manages $93.78 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Colorado and Texas.

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White Bison Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White Bison Capital: assets under management

The assets under management (AUM) of White Bison Capital, LLC is $93.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $93.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.89 million each.
White Bison Capital has custody of $21.77 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Bison Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where White Bison Capital, LLC performs its advisory services is located at 1711 Pearl St., Boulder, CO 80302 5577, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 720-420-4600 or by fax 303-484-4987. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at whitebisoncapital.com.


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