Bodhi Tree Capital Management provides investment management services specializing in equities and equity options for individual and institutional investors. Founded in 2012 and based in Incline Village, Nevada, the firm structures its advice around purchasing stock shares and buying or writing option contracts. Bodhi Tree Capital Management offers individually managed accounts and also manages a collective hedge fund called the S&P 500 Benchmark Alpha Fund. The firm employs fundamental and technical analysis, focusing on active management strategies using index exchange-traded funds combined with options to manage risk and target enhanced returns. The firm serves qualified clients who meet specific wealth and income requirements under federal regulations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1.0% annual management fee applies specifically to pooled fund accounts such as the S&P 500 Benchmark Alpha Fund, alongside a 10% quarterly performance fee. Individually managed accounts generally do not pay an assets-under-management fee but are subject to a 25% quarterly performance fee on gains.