# Blue Bison Investments

> Blue Bison Investments is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 147216
- Filed as: BLUE BISON INVESTMENTS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147216
- AdvisorCensus page: https://advisorcensus.com/firm/blue-bison-investments-147216

## Quick answers

**How is Blue Bison Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Bison Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Blue Bison Investments registered with the SEC or a state?**
Blue Bison Investments is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147216.

**How much does Blue Bison Investments manage?**
Blue Bison Investments reports $21,499,800 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Blue Bison Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (3); charitable organizations (1).

**Does Blue Bison Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147216

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,499,800
- Discretionary: $21,499,800
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $15,786,269 |
| High net worth individuals | 3 | $5,653,487 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | $0 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $60,044 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluebisoninvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Bison Investments (CRD 147216): Form ADV filing data as of October 2026.