# Bozeman, L.L.C.

> Bozeman, L.L.C. is a state-registered investment advisory firm in Spokane, WA, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 164813
- Filed as: BOZEMAN, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164813
- AdvisorCensus page: https://advisorcensus.com/firm/bozeman-l-l-c-spokane-wa-164813

## Quick answers

**How is Bozeman, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Bozeman, L.L.C. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bozeman, L.L.C. located?**
Bozeman, L.L.C.'s principal office is in Spokane, WA, according to its Form ADV.

**Is Bozeman, L.L.C. registered with the SEC or a state?**
Bozeman, L.L.C. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 164813.

**How much does Bozeman, L.L.C. manage?**
Bozeman, L.L.C. reports $10,999,029 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Bozeman, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Bozeman, L.L.C. 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/164813

## 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: $10,999,029
- Discretionary: $10,999,029
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $10,999,029 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (12 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bozeman, L.L.C. (CRD 164813): Form ADV filing data as of October 2026.