{
  "crd_number": 321651,
  "slug": "bertrand-investment-strategies-l-l-c-oklahoma-city-ok-321651",
  "primary_business_name": "BERTRAND INVESTMENT STRATEGIES, L.L.C.",
  "legal_name": "BERTRAND INVESTMENT STRATEGIES, L.L.C.",
  "dbas": [],
  "city": "Oklahoma City",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-10-12",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-08",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "OK"
  ],
  "websites": [
    "https://retirementsolutionsok.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321651",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.H(1)(b)",
      "question": "Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?"
    },
    {
      "item": "11.H(1)(c)",
      "question": "Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?"
    }
  ],
  "city_as_filed": "OKLAHOMA CITY",
  "url": "https://advisorcensus.com/firm/bertrand-investment-strategies-l-l-c-oklahoma-city-ok-321651",
  "display_name": "Bertrand Investment Strategies, L.L.C.",
  "summary": "Bertrand Investment Strategies, L.L.C. is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated April 8, 2026.",
  "citation": "AdvisorCensus. Bertrand Investment Strategies, L.L.C. (CRD 321651): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bertrand Investment Strategies, L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bertrand Investment Strategies, L.L.C. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bertrand Investment Strategies, L.L.C. located?",
      "a": "Bertrand Investment Strategies, L.L.C.'s principal office is in Oklahoma City, OK, according to its Form ADV."
    },
    {
      "q": "Is Bertrand Investment Strategies, L.L.C. registered with the SEC or a state?",
      "a": "Bertrand Investment Strategies, L.L.C. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321651."
    },
    {
      "q": "Does Bertrand Investment Strategies, L.L.C. report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.H(1)(b) (court finding of a violation), and 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321651"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bertrand-investment-strategies-l-l-c-oklahoma-city-ok-321651.md",
  "clients": [],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321651",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}