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RIA · CRD 284395State-Registered Investment Adviser

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Bonfanti Investment Services

BONFANTI INVESTMENT SERVICES, LLC is a state-registered investment adviser in PRAIRIEVILLE, LA. The firm manages approximately $66 million in regulatory...

Overview

BONFANTI INVESTMENT SERVICES, LLC is a state-registered investment adviser in PRAIRIEVILLE, LA. The firm manages approximately $66 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Sector focus

Real Estate

Frequently asked questions

What is the primary investment focus of the office?

The office concentrates on direct ownership of income-producing real estate, primarily in New York, New Jersey, and Florida. It supplements this with traditional liquid portfolio holdings in public equities and fixed income, managed conservatively for long-term capital preservation and intergenerational transfer.

Does Bonfanti participate in venture capital or private equity fund commitments?

There is no verifiable public record of Bonfanti making venture capital or private equity fund commitments. The office's known investment behavior aligns with a direct-real-estate and liquid-securities orientation, without disclosed participation in manager-directed alternative asset programs.

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