Bonaventure Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 30, 2026, reports $494M in regulatory assets under management, 3 employees, and 30 accounts.
Assets Under Management
$494M
Employees
3
Offices
--
Total Clients
25
Primary office
BIRMINGHAM, AL
820 SHADES CREEK PKWY., STE. 1200, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.0% of total clients.
Top client categories% of clientsClients
1
HNWI
76.0%
19
2
Pooled Investment Vehicles
20.0%
5
3
Investment Cos.
4.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$494Mas of March 30, 2026
Discretionary31.0%
$153M
31% of total RAUM31.0%
Non-discretionary69.0%
$341M
69% of total RAUM69.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$494M
Total Accounts30
10Y AUM Change+$249M (+102.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee8:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.