We generate high yields from leveraged residential mortgage investments across the country.
$38M+
Equity Under Management
$5M+
Distributions Sent to Our Investors
$2B+
Real Estate Investments Financed by the BCP Team
1,200+
Real Estate Entrepreneurs Financed by the BCP Team
Our Investment Strategy
The Fund will invest in small residential real estate debt also funded by institutional private credit. Our team has unique access to finance the mortgage and working capital needs of seasoned real estate entrepreneurs.
The Fund invests in loans that attach at a substantial discount to the market value of the real estate securing our loans, obtaining a high return with the subordinated risk exposure of debt and a significant margin of safety.
Current Offerings
BP Mezzanine Opportunity Fund
Target Return: 18%-19%
Realized Annual Return: 19.7%
Distributions: Monthly
The Fund generates high risk-adjusted yield by purchasing B piece participations in first-position business-purpose mortgages on small residential properties.
Lockup Period: 1 year
BP Liquid Cash Flow Fund
Target Return: 11%-13%
Distributions: Monthly
Lockup Period: 6 Months, Early Redemption Fee After 3 Months
The Fund purchases whole loans using warehouse line financing, and will blend that main strategy with short term debt securities to provide investors with more liquidity.
Meet the Team
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covers investment structuring and risk management. Charles has a 22-year career as an entrepreneur, real estate investor, and financial services executive. Charles is the CEO and cofounder of Vontive and Certain Lending, fast-growing mortgage-technology and Fintech lending businesses focused on real estate investors and backed by leading venture capital firms. Previously, Charles was senior vice president and head of analytics at Ten-X | Auction.com. From 2009 to 2014, Charles was one of the executives responsible for managing credit losses for Freddie Mac’s $1.4 trillion single-family mortgage portfolio, where he oversaw sales of >450,000 distressed properties to real estate investors.
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covers risk analytics, investor reporting, capital raising, and portfolio management. Kunaal has an extensive background in computer science and quantitative finance, with experience developing algorithmic trading strategies for equities and derivatives, as well as working at a leading big tech firm. He began investing in real estate by building a rental portfolio in Seattle while working as a software engineer full-time, eventually transitioning to focus on capital raising and deploying capital into real estate credit strategies at scale.
This is not an offering or the solicitation of an offer to purchase an interest in Bozeman Capital Partners LLC or any existing fund offering. Any such offer or solicitation will only be made to qualified investors by means of confidential fund documentation that will be prepared by Bozeman Partners LLC if it receives sufficient indications of interest and only in those jurisdictions where permitted by law.
All offers and sales of any securities will be made only to Accredited Investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds or hold certain SEC approved certifications. Any securities that are offered, are offered in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506C of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act.
The SEC has not passed upon the merits of, or given its approval to any securities offered by Bozeman Capital Partners LLC or the BP Mezzanine Opportunity Fund LLC, the terms of the offering, or the accuracy of completeness of any offering materials. Any securities that are offered by Bozeman Capital Partners LLC or the BP Mezzanine Opportunity Fund LLC are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell any securities offered by Bozeman Capital Partners LLC or the BP Mezzanine Opportunity Fund LLC. Both BP Mezzanine Opportunity Fund and BP Liquid Cash Flow Fund use the 3(c)(5) Exemption under the Investment Company act of 1940.
Investing in securities involves risk, and investors should be able to bear the loss of their investment. Any securities offered by Bozeman Capital Partners LLC or the BP Mezzanine Opportunity Fund LLC are not subject to the protections of the Investment Company Act.
The information contained herein involved the assembly of many data elements and is subject to human error. Readers of this report take full responsibility for their own actions, including investment decisions, without any liability to Bozeman Capital Partners LLC. There will usually be differences between projected and actual results, and the differences may be material. We have no liability with respect to the achievement of any projections or forecasts.
Any performance data shared by Bozeman Capital Partners LLC represents past performance and past performance does not guarantee future results. Neither Bozeman Capital Partners LLC nor any of its funds are required by law to follow any standard methodology when calculating and representing performance data and the performance of any such funds may not be directly comparable to the performance of other private or registered funds.