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Lewistown, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2019-10-02 |
Branch Locations
Po Box 11, Lewistown, MT 59457 • United States
Lewistown, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-11-17 |
Branch Locations
201 South Wallace Avenue Suite B3F, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northfork Financial, Llc | Bozeman | MT | 11/2011 | 10/2024 |
| Homestake Venture Partners Llc | Bozeman | MT | 07/2017 | 11/2017 |
| Homestake Venture Partners Llc | Bozeman | MT | 11/2017 | Present |
| 45North Partners, Llc | Bozeman | MT | 08/2019 | Present |
| Homestake Management, Llc | Bozeman | MT | 02/2024 | Present |
In 2017 Bill co-founded HomeStake Venture Partners LLC (HomeStake VP), a registered investment adviser that manages a series of private investment funds. Currently Bill spends ~ 5 hours per month executing his duties with HomeStake VP which include overseeing the firm's portfolio companies. In 2018 Bill founded 45North Partners LLC (45North), a registered investment advisory and consulting firm founded to advise high net worth individuals, family enterprises, foundations, and other institutions. Bill spends ~ 80 hours per month operating 45North and advising its client base. In 2024 Bill co-founded HomeStake Management, LLC (HomeStake), private fund adviser to the HomeStake Northern Rockies Founders Fund LP (the Fund). Bill devotes ~ 30-40 hours per month executing his HomeStake duties which include operating a private fund adviser and managing the Fund. HomeStake VP and HomeStake are located in Bozeman, MT. 45North is located in Lewistown.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-15 |
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