William M. Stoddart

HOMESTAKE VENTURE PARTNERS LLC

Bozeman, MT 59715

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CRD#: 5222051

Professional summary

William Morrow Stoddart, who also goes by Bill Stoddart, is a registered financial advisor currently at HOMESTAKE VENTURE PARTNERS LLC located in Bozeman, Montana and 45NORTH PARTNERS located in Lewistown, Montana.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Stoddart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Morrow Stoddart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 17, 2017 - Present

HOMESTAKE VENTURE PARTNERS LLC

Office #1: 201 South Wallace Avenue Suite B3f, Bozeman, MT 59715

RIA

CRD#: 288161

Bozeman, MT

Current

October 2, 2019 - Present

45NORTH PARTNERS

Office #1: Po Box 11, Lewistown, MT 59457

RIA

CRD#: 304921

LEWISTOWN, MT

Past

July 31, 2024 - April 3, 2025

HOMESTAKE MANAGEMENT, LLC

RIA

CRD#: 331198

Bozeman, MT

Past

September 25, 2012 - May 9, 2013

SOFI SECURITIES LLC

CRD#: 151717

SAN FRANCISCO, CA

Past

June 9, 2012 - September 21, 2012

MISSION CAPITAL LLC

CRD#: 148006

NEW YORK, NY

Past

December 6, 2011 - January 28, 2025

NORTHFORK ADVISORS

RIA

CRD#: 159781

BOZEMAN, MT

Past

November 16, 2006 - November 14, 2011

D.A. DAVIDSON & CO.

RIA

CRD#: 199

BOZEMAN, MT

Past

November 3, 2006 - November 14, 2011

D.A. DAVIDSON & CO.

CRD#: 199

BOZEMAN, MT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Montana
(11/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/15/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/2/2006

General Securities Representative Examination

Current Firm

HOMESTAKE VENTURE PARTNERS LLC

HOMESTAKE PARTNERS, INC | PROJECT HOMESTAKE | HOMESTAKE VENTURE PARTNERS LLC

CRD#: 288161 / SEC#:

Montana

Registered Investment Advisory firm - (11/17/2017 Approved)

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Contact information

Main Address

201 S Wallace Ave Suite B3f, Bozeman, MT 59715

Mailing Address

P.o. Box 965, Bozeman, MT 59771

Phone number

(406) 579-0334

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 2,968,356

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William M. Stoddart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Morrow Stoddart's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOMESTAKE VENTURE PARTNERS LLC

45NORTH PARTNERS

HOMESTAKE MANAGEMENT, LLC

SOFI SECURITIES LLC

MISSION CAPITAL LLC

NORTHFORK ADVISORS

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2006

Series 7

Date: 11/2/2006

Current Firm

HOMESTAKE VENTURE PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOMESTAKE VENTURE PARTNERS LLC

TRUST BUT VERIFY

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