Bodhi Tree Asset Management
Overview
Bodhi Tree Asset Management is an investment advisor based in Fort Lauderdale, Florida . Established in 2002, the firm uses data, technology, and evidence-based approaches for global investing . The assets of the firm are managed by the executive management team . BTAM provides discretionary investment management services to Bodhi Tree Tactical Allocation Fund, LP, a pooled investment vehicle that combines equity investing with global macro overlays .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Formidium | Nov 2021 | Convertible Debt | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Bodhi Tree Asset Management based?
Bodhi Tree Asset Management is headquartered in Fort Lauderdale, Florida, United States.
When was Bodhi Tree Asset Management founded?
Bodhi Tree Asset Management was founded in 2002.
How many portfolio companies does Bodhi Tree Asset Management have?
Bodhi Tree Asset Management has 1 portfolio company in Caplight's dataset.
What are some companies in Bodhi Tree Asset Management's portfolio?
Portfolio companies visible on Caplight include Formidium.
What was Bodhi Tree Asset Management's most recent investment shown here?
Bodhi Tree Asset Management's most recent investment in this portfolio sample was in Formidium in 2021.
What sectors does Bodhi Tree Asset Management focus on?
Bodhi Tree Asset Management focuses on FinTech, Enterprise Software.
What company stages does Bodhi Tree Asset Management focus on?
Bodhi Tree Asset Management typically invests at the Early stage.
What is Bodhi Tree Asset Management's AUM?
Bodhi Tree Asset Management's assets under management are estimated between $0.0 and $50.0M.