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Bodhi Tree Capital Management, LLC

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Client assets under management

$31,000,000

Clients

18

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$1,722,222

About

Bodhi Tree Capital Management advises qualified individual and institutional investors, with a client mix skewed toward high‑net‑worth and otherwise qualified clients rather than non‑HNW retail individuals. The firm’s services are focused on equities and equity options and include separately managed accounts, advice to self‑managed investors, and management of a pooled hedge fund (the S&P Benchmark Alpha Fund).

The firm employs fundamental and technical analysis and implements an options‑centric, active overlay across accounts; its stated approach centers on a core long position in an S&P 500 ETF complemented by cash and option strategies to seek additional yield and downside protection. Bodhi Tree uses exchange‑traded derivatives in separately managed accounts and relies on Interactive Brokers for trade execution and mark‑to‑market valuation of fund positions.

Noteworthy distinctions for a firm of this size include operating a private pooled vehicle in addition to SMAs and using performance‑based compensation arrangements, features that are uncommon among peers. The adviser accepts only qualified clients, retains custody only for the pooled fund (individual accounts receive custodian statements), and is managed by a small two‑person team that combines active trading experience with corporate and venture operating backgrounds.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Performance-based

Individually managed accounts: 25% of quarterly gains; Hedge fund (S&P Benchmark Alpha Fund) account: 10% of quarterly gains

Other

Account minimum: $100,000 minimum for the S&P Benchmark Alpha Fund; no minimum for individually managed accounts

Main office location

Bodhi Tree Capital Management, LLC

Incline Village NV, United States

Number of offices

1

Most active in

Nevada

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Roger W

Series 65

Incline Village, NV

Bodhi Tree Capital Management, LLC

Roger Wittenberg is a financial advisor at Bodhi Tree Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked concurrently at International Supply Co and Trex Company for over two decades. Outside of advisory work, he serves as CEO of International Supply Consortium LLC, a real estate-related business. Bodhi Tree Capital Management advises qualified individual and institutional investors, primarily high-net-worth clients, using an options-centric investment approach that combines a core S&P 500 ETF position with cash and option strategies. The firm manages separately managed accounts and a pooled hedge fund, employing both fundamental and technical analysis.

Options & derivatives strategies Active portfolio management
user avatar

Christopher D

Series 65

Incline Village, NV

Bodhi Tree Capital Management, LLC

Christopher Delellis is a financial advisor at Bodhi Tree Capital Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Bodhi Tree Capital Management since 2012. Bodhi Tree Capital Management serves qualified individual and institutional investors, primarily high-net-worth clients, focusing on equities and equity options through separately managed accounts, advisory services, and management of a pooled hedge fund. The firm employs an options-centric, active overlay strategy combining fundamental and technical analysis to enhance yield and provide downside protection.

Options & derivatives strategies Active portfolio management
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