BITTERROOT CAPITAL ADVISORS LLC
CRD #109088 SEC #801-58029 BOZEMAN, MT 406-556-8200
SEC Registered
Total AUM
$1.5B
Discretionary
$291.6M
Employees
8
Clients
11
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.5B | $291.6M | $1.2B | 8 | 0 |
| Mar 2025 | $1.5B | $291.6M | $1.2B | 8 | 0 |
| Mar 2024 | $1.5B | $365.7M | $1.1B | 8 | 0 |
| Mar 2024 | $1.5B | $365.7M | $1.1B | 8 | 0 |
| Mar 2023 | $1.2B | $97.5M | $1.1B | 8 | 0 |
| Mar 2022 | $1.2B | $107.4M | $1.1B | 8 | 0 |
| Mar 2021 | $1.1B | $42.5M | $1B | 7 | 0 |
| Jun 2020 | $935.3M | $33.2M | $902.1M | 7 | 0 |
| Mar 2020 | $935.3M | $33.2M | $902.1M | 7 | 0 |
| Jul 2019 | $996M | $118.7M | $877.3M | 8 | 0 |
| Apr 2019 | $996M | $118.7M | $877.3M | 8 | 0 |
| Mar 2019 | $996M | $118.7M | $877.3M | 8 | 0 |
| Mar 2018 | $1.1B | $107.2M | $975.9M | 6 | 0 |
| Mar 2017 | $677.4M | $54.7M | $622.7M | 6 | 11 |
| Mar 2016 | $565.2M | $91.8M | $473.4M | 6 | 11 |
| Mar 2015 | $592.4M | $65.6M | $526.8M | 6 | 1 |
| Mar 2014 | $664.3M | $78.1M | $586.2M | 6 | 1 |
| Mar 2013 | $661.8M | $59.3M | $602.5M | 6 | 1 |
| Apr 2012 | $685.1M | $82.4M | $602.7M | 6 | 1 |
| Mar 2012 | $685.1M | $82.4M | $602.7M | 6 | 1 |
| May 2011 | $747.8M | $111.8M | $636M | 10 | -- |
| May 2011 | $747.8M | $111.8M | $636M | 10 | -- |
| Mar 2011 | $747.8M | $111.8M | $636M | 10 | -- |
| Mar 2010 | $519.5M | $98.3M | $421.2M | 5 | -- |
| Jan 2010 | $494.2M | $133.8M | $360.4M | 5 | -- |
| Mar 2007 | $562.9M | $132M | $430.9M | 5 | -- |
| Mar 2006 | $622.1M | $141.9M | $480.2M | 5 | -- |
| Feb 2006 | $622.1M | $141.9M | $480.2M | 5 | -- |
| Sep 2005 | $454.5M | $206.6M | $247.9M | 5 | -- |
| Jul 2004 | $410.4M | $198.9M | $211.5M | 5 | -- |
| Jul 2004 | $410.4M | $198.9M | $211.5M | 5 | -- |
| Mar 2002 | $394.3M | $88M | $306.3M | 5 | -- |
DateOct 2025
Total AUM$1.5B
Discretionary$291.6M
Non-Disc.$1.2B
Employees8
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$291.6M
Non-Disc.$1.2B
Employees8
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$365.7M
Non-Disc.$1.1B
Employees8
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$365.7M
Non-Disc.$1.1B
Employees8
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$97.5M
Non-Disc.$1.1B
Employees8
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$107.4M
Non-Disc.$1.1B
Employees8
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$42.5M
Non-Disc.$1B
Employees7
Clients0
DateJun 2020
Total AUM$935.3M
Discretionary$33.2M
Non-Disc.$902.1M
Employees7
Clients0
DateMar 2020
Total AUM$935.3M
Discretionary$33.2M
Non-Disc.$902.1M
Employees7
Clients0
DateJul 2019
Total AUM$996M
Discretionary$118.7M
Non-Disc.$877.3M
Employees8
Clients0
DateApr 2019
Total AUM$996M
Discretionary$118.7M
Non-Disc.$877.3M
Employees8
Clients0
DateMar 2019
Total AUM$996M
Discretionary$118.7M
Non-Disc.$877.3M
Employees8
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$107.2M
Non-Disc.$975.9M
Employees6
Clients0
DateMar 2017
Total AUM$677.4M
Discretionary$54.7M
Non-Disc.$622.7M
Employees6
Clients11
DateMar 2016
Total AUM$565.2M
Discretionary$91.8M
Non-Disc.$473.4M
Employees6
Clients11
DateMar 2015
Total AUM$592.4M
Discretionary$65.6M
Non-Disc.$526.8M
Employees6
Clients1
DateMar 2014
Total AUM$664.3M
Discretionary$78.1M
Non-Disc.$586.2M
Employees6
Clients1
DateMar 2013
Total AUM$661.8M
Discretionary$59.3M
Non-Disc.$602.5M
Employees6
Clients1
DateApr 2012
Total AUM$685.1M
Discretionary$82.4M
Non-Disc.$602.7M
Employees6
Clients1
DateMar 2012
Total AUM$685.1M
Discretionary$82.4M
Non-Disc.$602.7M
Employees6
Clients1
DateMay 2011
Total AUM$747.8M
Discretionary$111.8M
Non-Disc.$636M
Employees10
Clients--
DateMay 2011
Total AUM$747.8M
Discretionary$111.8M
Non-Disc.$636M
Employees10
Clients--
DateMar 2011
Total AUM$747.8M
Discretionary$111.8M
Non-Disc.$636M
Employees10
Clients--
DateMar 2010
Total AUM$519.5M
Discretionary$98.3M
Non-Disc.$421.2M
Employees5
Clients--
DateJan 2010
Total AUM$494.2M
Discretionary$133.8M
Non-Disc.$360.4M
Employees5
Clients--
DateMar 2007
Total AUM$562.9M
Discretionary$132M
Non-Disc.$430.9M
Employees5
Clients--
DateMar 2006
Total AUM$622.1M
Discretionary$141.9M
Non-Disc.$480.2M
Employees5
Clients--
DateFeb 2006
Total AUM$622.1M
Discretionary$141.9M
Non-Disc.$480.2M
Employees5
Clients--
DateSep 2005
Total AUM$454.5M
Discretionary$206.6M
Non-Disc.$247.9M
Employees5
Clients--
DateJul 2004
Total AUM$410.4M
Discretionary$198.9M
Non-Disc.$211.5M
Employees5
Clients--
DateJul 2004
Total AUM$410.4M
Discretionary$198.9M
Non-Disc.$211.5M
Employees5
Clients--
DateMar 2002
Total AUM$394.3M
Discretionary$88M
Non-Disc.$306.3M
Employees5
Clients--