Multi-Family OfficeRIA · CRD 156284

Updated:

Bonneville Multi-Family Office

Bonneville Multi-Family Office was identified in regulatory filings as a sole proprietorship led by Michael Clark Roan. The firm provides wealth management...

Bonneville Multi-Family Office logo

Bonneville Multi-Family Office

Bonneville Multi-Family Office was identified in regulatory filings as a sole proprietorship led by Michael Clark Roan. The firm provides wealth management services to families, professionals, and business owners in Provo. Investment activity centers on private credit, real estate, and venture capital. Confirmed focuses include PropTech and Healthcare Services. Allocations span early stage and growth opportunities within North America. The firm appears alongside Alberleen Group, CastleKeep Investment Advisors, and Cherry Creek Family Offices in network listings. No additional offices or dated operational events from the last 24 months appear in available records. Team size and adjacent vehicles remain undisclosed. The sole proprietorship structure places investment authority directly with the named principal rather than a broader committee or external CIO.

General information

Firm type

Multi Family Office

Year founded

2004

Location

Region

North America

Country

United States

City

Provo

Corporate office

Provo, United States

Principals

Michael Clark Roan

CEO / Managing Partner

Sector focus

PropTechHealthcare Services

Frequently asked questions

What is Bonneville Multi-Family Office?

Bonneville Multi-Family Office is a multi family office headquartered in Provo, United States.

When was Bonneville Multi-Family Office founded?

Bonneville Multi-Family Office was founded in 2004.

Where is Bonneville Multi-Family Office headquartered?

Bonneville Multi-Family Office is headquartered in Provo, United States, in the North America region.

What does Altss track for Bonneville Multi-Family Office?

Altss maintains an OSINT-verified profile of Bonneville Multi-Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Bonneville Multi-Family Office's website?

Bonneville Multi-Family Office's public website is www.bonnevillemfo.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Bonneville Multi-Family Office?

Bonneville Multi-Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Bonneville Multi-Family Office?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Bonneville Multi-Family Office's Altss profile last updated?

Bonneville Multi-Family Office's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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