Bodhi Tree Asset Management
Fort Lauderdale, Floridabtam.co
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.
