Options Solutions
Bantamac Capital is a Chicago-based, privately held asset manager that serves investors using a risk-aware, systematic, tax-sensitive investment approach grounded in a three-generation public-markets legacy. It offers direct discretionary advisory services to US investors and is SEC-registered (ADV #307765).
- Company typePrivate
- Founded2018
- HeadquartersChicago, United States
- Headcount5,001–10,000
- GTM typeB2C
- OfferingServices
What Options Solutions does
Bantamac Capital is a Chicago-based, privately held asset management firm that serves investors using the same risk-aware, systematic approach it applies to managing its own capital. The firm is built on a three-generation legacy in public markets spanning roles as investors, executives, operators, and investment advisors, and it concentrates its offering in three specialized practice areas: risk management, systematic investing, and tax-sensitive strategies. Its go-to-market model is a direct advisory services channel targeting enterprise and high-net-worth investor segments domestically in the United States, with marketing and discovery largely dependent on regulatory visibility through its SEC-registered investment adviser status (Form ADV firm summary 307765) and professional networks rather than paid media.
The firm's product surface is a discretionary investment advisory service differentiated by its integration of risk management and tax sensitivity into portfolio construction, rather than by a separately marketed technology platform, software product, or branded fund family disclosed in the source. No proprietary trading models, quantitative platforms, software applications, or API surfaces are documented in the available data. The firm's public footprint is limited to its website (bantamac.com), a contact form for prospect intake, a posted privacy policy, and its publicly accessible ADV filing; no app store presence, integrations, patents, trademarks, or third-party partnerships are recorded.
Governance is led by an executive team of three: CEO Michael Brodsky, Chairman William Brodsky, and President Steve Sears. Ownership is privately held, with no institutional investor, parent company, or subsidiary structure identified in the source. No funding rounds, M&A activity, regulatory actions, leadership changes beyond the disclosed executive roster, or product launches are documented. The firm is operating actively, with no disclosed plans for geographic expansion, channel expansion, or new product lines in the available material.
Options Solutions firmographics
Firmographics- Name
- Options Solutions
- Legal name
- Bantamac Capital
- Website
- https://optionssolutions.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Short description
- Bantamac Capital is a Chicago-based, privately held asset manager that serves investors using a risk-aware, systematic, tax-sensitive investment approach grounded in a three-generation public-markets legacy. It offers direct discretionary advisory services to US investors and is SEC-registered (ADV #307765).
- Ownership category
- akta.pro rank
Options Solutions industry classification
Industry- Product category
- Investment Advisory & Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Options Solutions is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Options Solutions business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Distribution channels1 record
Marketing channels1 record
Options Solutions product offering
Product offeringCore offering
Options Solutions provides conservative options strategies to help investors better navigate the stock market. Through its affiliated Chicago-based asset manager (Bantamac Capital), the firm delivers investment advisory services with a focus on risk management, systematic investing, and tax-sensitive strategies, serving investors the way the principals manage their own portfolios. The firm operates as a registered investment advisor with SEC Form ADV filings.
Differentiator
Problem solved
Functional benefit
Products and services
- Conservative Options Strategies Advisory
Companies that use Options Solutions
Customer profileIdeal customer profiles1 record
Options Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Options Solutions partnerships and signals
Strategic signalRecent moves1 record
Options Solutions competitors and assessment
Company assessmentRegional players
- Wolverine Trading: Chicago-based proprietary trading and asset management firm with expertise in options and derivatives strategies. Comparable as a Chicago-based options-focused investment firm, though primarily proprietary rather than client-facing RIA.
Direct peers
- Allworth Financial:
- tastytrade (formerly tastyworks): Chicago-based options-focused brokerage and content platform that educates and services self-directed investors using conservative options strategies. Comparable as an options-centric competitor serving retail investors with a Chicago operational base.
Broad incumbents
- Fidelity Wealth Services: Fidelity's wealth advisory and portfolio management group serves retail and HNW clients with discretionary and non-discretionary investment solutions, including options-aware strategies. Comparable as a broad incumbent offering overlapping portfolio management capabilities.
- Interactive Brokers Advisors: Interactive Brokers offers brokerage and advisory solutions for active retail and professional investors, with strong options execution and risk tools. Comparable as a direct competitor in options-aware portfolio services for sophisticated retail clients.
- Edelman Financial Engines: Large independent RIA offering discretionary portfolio management, tax-aware strategies, and retirement-focused advice to mass-affluent clients. Comparable as a broad incumbent in the same retail wealth management segment with overlapping advisory capabilities.
- Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-advisor offering serves mass-affluent and retail clients with risk-managed, systematic portfolio strategies. Comparable in targeting the same retail wealth management segment with fee-conscious, disciplined investment approaches.
- BlackRock Private Wealth: BlackRock's wealth advisory business provides portfolio management, tax-aware strategies, and risk-managed solutions to HNW and institutional clients. Comparable as a broad incumbent in discretionary portfolio management with similar functional capabilities.
- Charles Schwab Investment Advisory: Large registered investment advisor and asset manager offering portfolio management, options strategies, and tax-aware solutions to retail and HNW clients. Comparable as a direct competitor in discretionary wealth management, though much broader in scale and product set.
Others
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Options Solutions social profiles
Digital presenceOptions Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Options Solutions leadership team
Management profileNumber of profiles
Profiles3 records
Options Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Options Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Options Solutions
What does Options Solutions do?
Options Solutions provides conservative options strategies to help investors better navigate the stock market. Through its affiliated Chicago-based asset manager (Bantamac Capital), the firm delivers investment advisory services with a focus on risk management, systematic investing, and tax-sensitive strategies, serving investors the way the principals manage their own portfolios. The firm operates as a registered investment advisor with SEC Form ADV filings.
Is Options Solutions a public or private company?
Options Solutions is a private company. It is classified as family owned and is currently operating.
When was Options Solutions founded?
Options Solutions was founded in 2018. It employs 5,001 to 10,000 people.
Where is Options Solutions based?
Options Solutions is headquartered in Chicago, United States, in the North America region.
Who are Options Solutions's main competitors?
Wolverine Trading is listed as a regional player. Direct peers are Allworth Financial and tastytrade (formerly tastyworks). Broad incumbents are Fidelity Wealth Services, Interactive Brokers Advisors, Edelman Financial Engines, Vanguard Personal Advisor Services, BlackRock Private Wealth and Charles Schwab Investment Advisory. CBOE Global Markets is listed as an others.
Does Options Solutions have an API?
No public API is recorded for Options Solutions.
What industry is Options Solutions in?
Options Solutions's product category is Investment Advisory & Asset Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.