Deliver tax-advantaged, alternative income solutions to your clients. The Bison Funds give Registered Investment Advisors a way to help clients reduce tax liability and produce passive income that’s uncorrelated with stocks or bonds.
The trust between you and your client is hard-earned. Before any client introduction, we sign a mutual Non-Circumvention Agreement that contractually protects that relationship.
Whether or not your client invests in a Bison Fund, we will not solicit, contact, or accept future business from them outside of the introduction you have made. Your relationship stays your relationship.
We’ll send the agreement before our first call — or earlier on request. Standard mutual language, reviewed by counsel, and editable within reason if your firm requires specific terms.
Bison II owns interests in multiple producing wells, with quarterly distributions beginning in Q2 of 2026.
Portfolio statistics as of end of Q1 2026. *Upside locations reflect identified, non-producing horizontal drilling opportunities and are not a guarantee of future development or production. Distributions are not guaranteed and are subject to commodity prices, drilling and operational performance, and the terms of the partnership’s governing documents.
Registered Investment Advisors face growing pressure to deliver beyond market returns — they must also help clients reduce taxes, generate passive income, and diversify beyond traditional markets. The Bison Funds offer a compelling solution: direct ownership in oil and gas working interests in the Permian Basin.
Each $100,000 investment unit targets double-digit returns with substantial tax benefits. The fund is structured with a built-in exit strategy — investors should expect a 3–5 year hold period, followed by a market-driven liquidity event.
Bison lets you deliver tax mitigation and income generation in a single allocation — without adding market correlation to the client’s portfolio.
Targeting up to ~90% first-year deduction against active or passive income, driven by long-standing federal provisions for domestic oil and gas working interests.
Quarterly distributions tied to well production deliver a steady stream of passive income through the life of the fund.
Direct ownership of real assets, with cash flow uncorrelated to equity and bond benchmarks.
3–5 year target hold followed by a market-driven liquidity event.
Third-party audits, independent due diligence reports, and institutional-grade investor reporting available for advisor review.
Oil and gas working interests are among the most tax-advantaged asset classes in the U.S. tax code. Substantial first-year deductions stem from three long-standing federal provisions, applied in tandem.
Registered Investment Advisors get the materials they need to evaluate suitability, complete compliance review, and onboard clients — without rebuilding the diligence stack themselves.
Bring us a client situation — income profile, tax exposure, time horizon — and we’ll model how the Bison Funds could fit. We’ll handle suitability, compliance, and onboarding alongside you.
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