Advisor at Bortel Investment Management, LLC
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Firm
Bortel Investment Management, LLC
Location
Gig Harbor, WA 98332
Credentials
Series 65
Industry experience
15 years
Peter Bortel is the principal of Bortel Investment Management, LLC in Gig Harbor, WA, holding a Series 65 license with 15 years of industry experience. He has led Bortel Investment Management since its founding in 2010. Outside of his advisory work, he serves as president of Our World Films LLC and holds board positions with the YMCA Gig Harbor, Newe Pheboe House, and Harbor Wild Watch. Bortel Investment Management serves accredited, high-net-worth, and qualified investors through the Tiburon Opportunity Fund, LP, employing a long/short equity strategy focused on small-cap bank equities while maintaining flexibility across market capitalizations and instruments. The firm also provides institutional consulting and tailored research to institutional clients.
Based on Bortel Investment Management, LLC
$10,000 fixed fee per individual stock research consulting project for institutional clients
2% annually (Management Fee for the Fund, billed quarterly at 0.50% per quarter)
Account minimum: $250,000 minimum (can be waived at adviser’s discretion)
13313 Point Richmond Beach Road Nw
Gig Harbor, WA 98332
Washington
Bortel Investment Management LLC
2010 - Present (16 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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