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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
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
Frequently asked questions
Who runs investment decisions at Bonneville Multi-Family Office?
Michael Clark Roan serves as CEO and Managing Partner with 75 percent or greater ownership per the February 2023 Form ADV.
What asset classes does Bonneville Multi-Family Office target?
The firm allocates across private credit, real estate, and venture capital with confirmed exposure to PropTech and Healthcare Services.
Is Bonneville Multi-Family Office structured as a single or multi-family office?
Regulatory records list it as a multi-family office organized as a sole proprietorship.
Which geographies does Bonneville Multi-Family Office cover?
All documented activity occurs in North America.
Does Bonneville Multi-Family Office participate in fund commitments or direct deals?
Available data shows activity in both private credit and early-stage venture without further breakdown of fund versus direct exposure.
Profile maintained by Altss 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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