Nicholas Knapton is a PFS-designated registered investment advisor at Bozeman, L.L.C., based in Spokane, WA, with 12 years of industry experience. Nicholas 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 $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bozeman receives a management fee for advisory services to the fund, calculated quarterly at 2.0% annually (0.50% quarterly) of the net asset value of the limited partnership interest. The fees are deducted directly from your capital account. Bozeman may waive or reduce the management fee for certain investors. The fund is also subject to an incentive allocation or performance fee, which is allocated to Bozeman's capital account and deducted directly from your fund capital account.
Location
530 W Main Ave, Suite 321, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is an attorney at law and principal of Nicholas Ross Knapton, P.C., a law firm, since 2009. He spends about 10-20% to about a quarter of his time providing legal services.
Employment History
Current Registrations
Bozeman, L.L.C.
State Registrations2 states
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