BONIFACIO & COMPANY, LLC

Overview

Bonifacio & Company, LLC operates as an owner-managed limited liability company focused on discretionary portfolio management and external manager selection. The firm reports advisory activities that include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers, which signals an emphasis on acting as a capital allocator rather than running a single in-house strategy. Its fee arrangements are flexible, spanning percentage-of-AUM, fixed fees and other structures, allowing bespoke billing for different client relationships. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. It is classified as a capital allocator and uses third-party managers to access specialized strategies. The firm’s registration history to the SEC is not provided, which suggests it either operates under state registration or otherwise does not disclose an SEC registration year.

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