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...
Overview
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
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: