Peter Bortel
Peter Bortel is a registered investment advisor at Bortel Investment Management, LLC, based in Gig Harbor, WA, with 15 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bortel Investment Management manages the Tiburon Opportunity Fund, LP. The fund pays the firm a management fee of 0.50% of each investor's share of the fund's net asset value at the end of each quarter, which equates to 2% annually. The firm may vary the management fee for particular investors. The minimum fund investment is $250,000, but this can be waived at the firm's discretion. There is a one-year lock-up period; if an investor withdraws before the end of one year, a 2% fee may be charged.
Location
13313 Point Richmond Beach Road Nw, Gig Harbor, WA, 98332
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Regulatory History (1)
Regulatory
June 2011Other Business Activities
Peter is the President of Our World Films LLC, dedicating a few hours per week to this business. He also serves on the board for three organizations, YMCA Gig Harbor, Newe Pheboe House, and Harbor Wild Watch, spending minimal time on each.
Employment History
Current Registrations
Bortel Investment Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.