Bushido Capital Partners LLC (Washington)

Name: Bushido Capital Partners LLC
Address: 21 Dupont Circle Nw, Washington, DC, 20036
Telephone: 202-828-6200

Bushido Capital Partners LLC is a related adviser based in Washington. It manages $28.71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of District of Columbia.

Bushido Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bushido Capital Partners: assets under management

The assets under management (AUM) of Bushido Capital Partners LLC is $28.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 488% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.71 million each.

Bushido Capital Partners has custody of $28.71 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bushido Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bushido Capital Partners serves?

The only and largest group of clients of Bushido Capital Partners is pooled investment vehicles with 1 clients and $28.71 million of assets under management. Among the 0 most similar advisory firms, Bushido Capital Partners has the 0th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $28.71 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Bushido Capital Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Bushido Capital Partners LLC

The company employs 14 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ashley M Finkelman	General counsel	1 Jul 2007	Other	3137161
John Herbert Beatson	Managing partner	1 Jan 2008	25% - 50%	3083596
Christopher Martin Niemczewski	Member	1 Jan 2008	25% - 50%	1885043
Elise Jordan Hoffmann	Member	1 Jan 2008	Other	2688094
Carolyn Sue Miller	Member	1 Jan 2008	Other	1237808
William Gilmore Stott	Member	1 Jan 2008	Other	4336633
Melissa Vinick	Member	1 Jan 2008	Other	2688143
Kimberly Vinick	Chief compliance officer	1 Jan 2008	Other	5341377
Kimberly None Vinick	Chief compliance officer	1 Jan 2008	Other	5341377
Kimberly Nmn Vinick	Chief compliance officer	1 Jan 2008	Other	5341377
Kimberly Nmn Vinick	Director of operations / chief compliance officer	1 Jul 2012	Other	5341377
Chad Goldberg	Member	1 Jul 2012	Other	5636288
Olayinka Abeny Odeniran	Chief compliance officer	1 Aug 2012	Other	4381442
Carmen Lynne Colt	Chief compliance officer	1 Jun 2015	Other	1203097
Carmen Lynne Johnston	Chief compliance officer	1 Jun 2015	Other	1203097

Based in Washington

The principal office where Bushido Capital Partners LLC performs its advisory services is located at 21 Dupont Circle Nw, Washington, DC 20036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-828-6200 or by fax 202-828-6208. The normal business hours are 8:30 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at bushidofunds.com/.