BONITAS RESEARCH LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
313767

Firm profile

FINTRX

Overview

Bonitas Research LLC is a small investment manager organized as a limited liability company that operates primarily through a single private pooled vehicle. The firm is listed as a sponsor, general partner and managing member of pooled investment vehicles, which indicates it runs manager-led funds rather than acting as a broad capital allocator or as a multi-state retail adviser. Public filings do not show retail or institutional advisory relationships; instead the firm’s activity centers on managing its own pooled structure. Regulatory descriptors mark the firm as unclassified and owner-controlled by an individual. It is not identified as an active ESG investor, a pension consultant, a multi-state adviser or a related adviser. Those designations, together with the single-fund footprint, point to a focused operational model: small team, concentrated governance and decision-making inside the fund vehicle rather than a larger advisory platform serving external client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • MATTHEW WIECHERT

    PrincipalCRD 4777605

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1208 Hackberry St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth