BONAVENTURE CAPITAL, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 120780
- Registered since
- April 12, 2005
- Website
- www.bonaventurecapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI73.94%
- Pooled Investment Vehicles11.71%
- Corporations / Businesses7.14%
- Investment Companies6.39%
- Other Investment Advisers0.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bonaventure Capital, LLC is a small, alternative-focused investment manager that combines hedge fund and private equity strategies with discretionary and non‑discretionary portfolio services. The firm manages pooled investment vehicles and acts as a sponsor and general partner on select funds, while also offering portfolio management for individuals, small businesses, institutions and investment companies. Its fee model pairs a standard percentage of assets under management with performance‑based fees, consistent with a manager that runs private funds and carry structures. Investment activity centers on private markets and concentrated alternative strategies. The firm allocates capital to private equity and private placements and uses third‑party managers where appropriate, alongside internally advised private funds. Bonaventure is not an active ESG investor and operates under a single‑state adviser profile. The client mix includes high‑net‑worth individuals and families as well as institutional investors, reflecting a focus on a limited number of sizeable relationships rather than broad retail distribution.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds30%
- Exchange Traded Equities27%
- Cash & Cash Equivalents21%
- Other13%
- Non-Exchange Traded Equities6%
Contacts
3 of 4BILLY HARBERT
Founding PartnerCRD 4910970
WILLIAM REISER
Founding PartnerCRD 2809521
JAMES REIN
Founding PartnerCRD 4910973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 820 Shades Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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