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Building 2BONAVENTURE CAPITAL, LLC

Map pinBIRMINGHAM, AL
Phone205-775-7971
NotebookSEC #801-64141
Total AUM
$493.8M
Employees
3
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
820 SHADES CREEK PKWY., STE. 1200
BIRMINGHAM
AL 35209
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
205-775-7971

ReceiptFinancials

Total AUM
$493.8M
Accounts
30
Discretionary
$153.3M
Accounts
25
Non-Discretionary
$340.6M
Accounts
5

ContactClients

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HNW Individual Clients
19
AUM
$365.1M
Investment Company Clients
1
AUM
$31.5M
Pooled Vehicle Clients
5
AUM
$57.8M
Investment Advisor Clients
1
AUM
$4.1M
Corporation or Business Clients
1
AUM
$35.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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