BONDWIRE

Overview

Bondwire operates as a limited liability company that serves both individual and family clients as well as institutional investors. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, and it regularly selects third-party managers on behalf of clients. Fee arrangements include a percentage-of-AUM component supplemented by other fee structures. Bondwire is not positioned as an active ESG investor. Investment activity shows a clear tilt toward exchange-traded equities as the primary public-market allocation, supplemented by targeted allocations to alternative strategies. The firm’s use of third-party alternative managers indicates a multi-manager approach where Bondwire sources specialist managers for hedge funds, real estate, private credit and commodity exposure rather than building all strategies in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices