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BANTAMAC CAPITAL, LLC

CHICAGO, IL · CRD 307765 · IAPD ↗ · bantamac.com · 8723261723

$224.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
December 2025 — BANTAMAC CAPITAL, LLC changed its website from bosunam.com to bantamac.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — BANTAMAC CAPITAL, LLC reported RAUM down 32% ($316.2M -> $214.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
December 2025 — BANTAMAC CAPITAL, LLC shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
December 2025 — BOSUN ASSET MANAGEMENT, LLC is now doing business as BANTAMAC CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2025 — BOSUN ASSET MANAGEMENT, LLC reported RAUM up 28% ($247.6M -> $316.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
June 2024 — BOSUN ASSET MANAGEMENT, LLC reported RAUM up 51% ($163.9M -> $247.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
June 2024 — BOSUN ASSET MANAGEMENT, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
April 2024 — BOSUN ASSET MANAGEMENT, LLC changed its website from optionssolutions.com to bosunam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.