Bitterroot Capital Advisors LLC

Bitterroot Capital Advisors serves a select group of high‑net‑worth clients — individuals, trusts, estates, charitable organizations, and business entities — and states that all clients are Qualified Purchasers. The firm offers both discretionary and non‑discretionary investment supervisory services, financial planning at no additional charge, and consultative advice on concentrated equity positions and private investments.

The firm develops individualized investment policy statements and uses third‑party software (including returns‑based analysis and Monte Carlo simulations) to create forecasts, target allocations, and rebalancing plans. Implementation typically occurs through mutual funds, ETFs, separately managed accounts, hedge funds, limited partnerships, and other pooled investments, with ongoing manager due diligence and quarterly performance reviews.

Distinctive aspects of Bitterroot Capital include a predominance of non‑discretionary assets under management (approximately $1.526 billion non‑discretionary versus about $254 million discretionary in the brochure) and an explicit emphasis on international clients and non‑U.S. investments. The firm also discloses reliance on third‑party research and broker‑provided services in its brokerage and manager‑selection process, and frequently recommends private fund managers as part of portfolio implementation.