Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Bonaccord Capital Advisors LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
RIDGEPOST CAPITAL LLCDirect owner · Schedule AInterest in BONACCORD CAPITAL PARTNERS
75%+
CAZ INVESTMENTS 2021 LPDirect owner · Schedule AInterest in BONACCORD CAPITAL PARTNERS
10% to < 25%
AJAY KUMAR CHITKARADirect owner · Schedule AInterest in BONACCORD CAPITAL PARTNERS
< 5%
RCP ADVISORS 2, LLCDirect owner · Schedule AInterest in BONACCORD CAPITAL PARTNERS
< 5%
FARHAD DEHESHDirect owner · Schedule AInterest in BONACCORD CAPITAL PARTNERS
< 5%
BRADFORD LARKIN PILCHERDirect owner · Schedule AInterest in BONACCORD CAPITAL PARTNERS
< 5%
RIDGEPOST CAPITAL RCP HOLDCO, LLCIndirect owner · Schedule BInterest in RCP ADVISORS 2, LLC
75%+
RIDGEPOST CAPITAL HOLDINGS, INC.Indirect owner · Schedule BInterest in RIDGEPOST CAPITAL LLC
75%+
RIDGEPOST CAPITAL LLCIndirect owner · Schedule BInterest in RIDGEPOST CAPITAL RCP HOLDCO, LLC
75%+
RIDGEPOST CAPITAL, INC.Indirect owner · Schedule BInterest in RIDGEPOST CAPITAL HOLDINGS, INC.
75%+
CHRISTOPHER ALAN ZOOKIndirect owner · Schedule BInterest in YAHWEH HOLDINGS LTD
50% to < 75%
LISA LABRANT ZOOKIndirect owner · Schedule BInterest in YAHWEH HOLDINGS LTD
50% to < 75%
YAHWEH HOLDINGS LTDIndirect owner · Schedule BInterest in CAZ INVESTMENTS 2021 LP
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Bonaccord Capital Advisors LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | AJAY KUMAR CHITKARAMANAGING PARTNERIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | Yes | MANAGING PARTNER09/2021 | Schedule APDF page 82 |
| 2 | AMANDA NETHERY COUSSENSELECTED MANAGERIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | Yes | ELECTED MANAGER05/2024 | Schedule APDF page 82 |
| 3 | RIDGEPOST CAPITAL LLCMEMBERDomestic entity | BONACCORD CAPITAL PARTNERS | 75% or moreCode E | Yes | MEMBER09/2021 | Schedule APDF page 82 |
| 4 | RCP ADVISORS 2, LLCMEMBERDomestic entity | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | No | MEMBER09/2021 | Schedule APDF page 82 |
| 5 | LUKE ALOYSIUS SARSFIELDELECTED MANAGERIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | Yes | ELECTED MANAGER05/2024 | Schedule APDF page 82 |
| 6 | CHRISTOPHER ALAN ZOOKELECTED MANAGERIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | Yes | ELECTED MANAGER05/2024 | Schedule APDF page 82 |
| 7 | CAZ INVESTMENTS 2021 LPMEMBERDomestic entity | BONACCORD CAPITAL PARTNERS | 10% to less than 25%Code B | No | MEMBER04/2025 | Schedule APDF page 82 |
| 8 | ARTHUR MANGENERAL COUNSEL & CCOIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | No | GENERAL COUNSEL & CCO11/2021 | Schedule APDF page 82 |
| 9 | KEVIN JOHN RICHARDSONCHIEF FINANCIAL OFFICERIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | No | CHIEF FINANCIAL OFFICER02/2025 | Schedule APDF page 82 |
| 10 | FARHAD DEHESHPARTNERIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | Yes | PARTNER09/2021 | Schedule APDF page 82 |
| 11 | BRADFORD LARKIN PILCHERPARTNERIndividual | BONACCORD CAPITAL PARTNERS | Less than 5%Code NA | Yes | PARTNER09/2021 | Schedule APDF page 82 |
| 12 | ALEXANDER ISRAEL ABELLELECTED MANAGERIndividual | RCP ADVISORS 2, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER03/2024 | Schedule BPDF page 83 |
| 13 | RIDGEPOST CAPITAL RCP HOLDCO, LLCMEMBERDomestic entity | RCP ADVISORS 2, LLC | 75% or moreCode E | Yes | MEMBER09/2021 | Schedule BPDF page 83 |
| 14 | ALEXANDER ISRAEL ABELLELECTED MANAGERIndividual | RIDGEPOST CAPITAL RCP HOLDCO, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER03/2024 | Schedule BPDF page 83 |
| 15 | THOMAS PATRICK DANISELECTED MANAGERIndividual | RCP ADVISORS 2, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 16 | THOMAS PATRICK DANISELECTED MANAGERIndividual | RIDGEPOST CAPITAL RCP HOLDCO, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 17 | CHARLES KEYDEL HUEBNERELECTED MANAGERIndividual | RCP ADVISORS 2, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 18 | CHARLES KEYDEL HUEBNERELECTED MANAGERIndividual | RIDGEPOST CAPITAL RCP HOLDCO, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 19 | JON IAN MADORSKYELECTED MANAGERIndividual | RCP ADVISORS 2, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 20 | JON IAN MADORSKYELECTED MANAGERIndividual | RIDGEPOST CAPITAL RCP HOLDCO, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 21 | DAVID MICHAEL MC COYELECTED MANAGERIndividual | RCP ADVISORS 2, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 22 | DAVID MICHAEL MC COYELECTED MANAGERIndividual | RIDGEPOST CAPITAL RCP HOLDCO, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2017 | Schedule BPDF page 83 |
| 23 | LUKE ALOYSIUS SARSFIELDELECTED MANAGERIndividual | RCP ADVISORS 2, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER03/2024 | Schedule BPDF page 83 |
| 24 | LUKE ALOYSIUS SARSFIELDELECTED MANAGERIndividual | RIDGEPOST CAPITAL RCP HOLDCO, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER03/2024 | Schedule BPDF page 83 |
| 25 | RIDGEPOST CAPITAL HOLDINGS, INC.MANAGING MEMBERDomestic entity | RIDGEPOST CAPITAL LLC | 75% or moreCode E | Yes | MANAGING MEMBER08/2022 | Schedule BPDF page 83 |
| 26 | RIDGEPOST CAPITAL LLCMEMBERDomestic entity | RIDGEPOST CAPITAL RCP HOLDCO, LLC | 75% or moreCode E | Yes | MEMBER04/2020 | Schedule BPDF page 83 |
| 27 | RIDGEPOST CAPITAL, INC.MEMBERDomestic entity | RIDGEPOST CAPITAL HOLDINGS, INC. | 75% or moreCode E | Yes | MEMBER10/2021 | Schedule BPDF page 83 |
| 28 | YAHWEH HOLDINGS LTDMEMBERDomestic entity | CAZ INVESTMENTS 2021 LP | 25% to less than 50%Code C | No | MEMBER05/2021 | Schedule BPDF page 83 |
| 29 | CHRISTOPHER ALAN ZOOKMEMBERIndividual | YAHWEH HOLDINGS LTD | 50% to less than 75%Code D | No | MEMBER05/2021 | Schedule BPDF page 83 |
| 30 | CAZ INVESTMENTS 2021 GP LLCELECTED MANAGERDomestic entity | CAZ INVESTMENTS 2021 LP | Percentage not specifiedCode F | Yes | ELECTED MANAGER10/2021 | Schedule BPDF page 83 |
| 31 | LISA LABRANT ZOOKMEMBERIndividual | YAHWEH HOLDINGS LTD | 50% to less than 75%Code D | No | MEMBER05/2021 | Schedule BPDF page 83 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/30/2026 11:59:01 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* 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.