# Bodhi Tree Capital Management, LLC

> Bodhi Tree Capital Management, LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 166017
- Filed as: BODHI TREE CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nevada
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166017
- AdvisorCensus page: https://advisorcensus.com/firm/bodhi-tree-capital-management-llc-166017

## Quick answers

**How is Bodhi Tree Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bodhi Tree Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Bodhi Tree Capital Management, LLC registered with the SEC or a state?**
Bodhi Tree Capital Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166017.

**How much does Bodhi Tree Capital Management, LLC manage?**
Bodhi Tree Capital Management, LLC reports $31,000,000 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**What types of clients does Bodhi Tree Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18).

**Does Bodhi Tree Capital Management, LLC 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/166017

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $31,000,000
- Discretionary: $31,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 18 | $31,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bodhi Tree Capital Management, LLC (CRD 166017): Form ADV filing data as of October 2026.