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Bonsai Financial
BONSAI FINANCIAL is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm manages $6 million on a discretionary...
Bonsai Financial
BONSAI FINANCIAL is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm manages $6 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Country
unknown
City
unknown
Corporate office
unknown
Frequently asked questions
Who runs investment decisions at Bonsai Financial?
No named investment professionals or decision-makers have been identified in public records or media. The firm does not appear on professional networking platforms like LinkedIn, and no executives are listed in business registries. Investment authority remains unverified.
What investment strategy does Bonsai Financial employ?
The firm's strategy is not disclosed publicly. No asset-class preferences, sector focuses, or geographic footprints have been reported. The firm may operate without the need for public transparency, possibly as a single-family office below regulatory thresholds.
Is Bonsai Financial a single-family office?
The firm's structure is unclear. It describes itself as an asset manager in corporate registries, but no associated family, wealth origin, or external capital base has been confirmed. The lack of public filings could fit a single-family office model.
Does Bonsai Financial manage external capital?
There is no evidence of external capital management. No SEC Form ADV filings, 13F reports, or fund prospectuses have been identified. The firm may manage only proprietary assets.
Where is Bonsai Financial headquartered?
The firm's headquarters location is not publicly available. No city, state, or country has been disclosed in business registries or other sources.
What portfolio companies has Bonsai Financial invested in?
No investments have been publicly reported. The firm has not appeared in deal databases, news articles, or regulatory filings related to portfolio holdings.
When was Bonsai Financial founded?
The founding year is not recorded in any accessible public document. Corporate registration records may exist but have not been surfaced in standard business reports.
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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