Insights

Niche quant team Bodhi Tree Asset Management is a small, specialized quantamental shop with a focus on data-driven strategies and capital preservation, suggesting opportunities to position premium research, data feeds, and custom analytics services that scale with client assets.

Growing yet lean With revenue under one million and a 2- to 10-person team, the firm may seek cost-effective technology, managed services, and scalable cloud solutions to support growth without a large infrastructure footprint.

Tech stack leverage Existing use of AWS and a mix of web and open source tools indicates openness to cloud-based data processing, machine learning tooling, and integrative platforms; potential upsell opportunities in data pipelines, ML model hosting, and security enhancements.

Competitive landscape Operating among large asset managers with extensive capital and headcount, Bodhi Tree may value partnership opportunities that offer complementary capabilities, institutional-grade research, or niche alpha signals to expand its product offerings.

Market signals The emphasis on quantamental strategies and capital preservation aligns with a demand for robust risk analytics, performance attribution, and regulatory-compliant reporting solutions suited for smaller funds aiming to scale to mid-size assets.

Similar companies to Bodhi Tree Asset Management, LLC

Bodhi Tree Asset Management, LLC Tech Stack

Bodhi Tree Asset Management, LLC uses 8 technology products and services including Amazon Web Services, WordPress, OWL Carousel, and more. Explore Bodhi Tree Asset Management, LLC's tech stack below.

  • Cloud Hosting
  • Content Management System
  • OWL Carousel
    Javascript Libraries
  • WPBakery
    Page Builders
  • Animate.css
    UI Frameworks
  • Bootstrap
    UI Frameworks
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Bodhi Tree Asset Management, LLC's Email Address Formats

Bodhi Tree Asset Management, LLC uses at least 2 email formats:
Bodhi Tree Asset Management, LLC Email FormatsExamplePercentage
FLast@banyantree-llc.comJDoe@banyantree-llc.com
100%
First@btam.coJohn@btam.co
100%

Frequently Asked Questions

What is Bodhi Tree Asset Management, LLC's official website and social media links?

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Bodhi Tree Asset Management, LLC's official website is btam.co and has social profiles on LinkedIn.

How much revenue does Bodhi Tree Asset Management, LLC generate?

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As of November 2026, Bodhi Tree Asset Management, LLC's annual revenue is estimated to be <$1M.

What is Bodhi Tree Asset Management, LLC's NAICS code?

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Bodhi Tree Asset Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Bodhi Tree Asset Management, LLC have currently?

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As of November 2026, Bodhi Tree Asset Management, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. S. Explore Bodhi Tree Asset Management, LLC's employee directory with LeadIQ.

What industry does Bodhi Tree Asset Management, LLC belong to?

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Bodhi Tree Asset Management, LLC operates in the Financial Services industry.

What technology does Bodhi Tree Asset Management, LLC use?

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Bodhi Tree Asset Management, LLC's tech stack includes Amazon Web Services, WordPress, OWL Carousel, WPBakery, Animate.css, Bootstrap, Apache and Apache HTTP Server.

What is Bodhi Tree Asset Management, LLC's email format?

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Bodhi Tree Asset Management, LLC's email format typically follows the pattern of FLast@banyantree-llc.com. Find more Bodhi Tree Asset Management, LLC email formats with LeadIQ.

When was Bodhi Tree Asset Management, LLC founded?

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Bodhi Tree Asset Management, LLC was founded in 2002.
Bodhi Tree Asset Management, LLC logo

Bodhi Tree Asset Management, LLC

Financial ServicesFlorida, United States2-10 Employees

Bodhi Tree Asset Management, LLC is a boutique financial services firm based in Fort Lauderdale, Florida. The team blends quantitative and fundamental insights to pursue client growth through data-driven analysis and systematic models aimed at delivering returns while seeking to protect capital.

Its client base seeks investment management that balances potential growth with risk management. Within the financial services landscape, the firm emphasizes a disciplined, data-informed approach to asset management. With a small team, Bodhi Tree Asset Management positions itself as a boutique player in its market.

Section iconCompany Overview

Website
btam.co
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Bodhi Tree Asset Management, LLC's revenue is estimated to be in the range of <$1M

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