BONSAI PARTNERS
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 297619
- Registered since
- January 19, 2023
- Website
- www.bonsaipartners.com
Firm profile
FINTRXOverview
Bonsai Partners is a small, owner-operated investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm is not set up as a multi-state or pension consultant adviser and does not identify as an active ESG investor. Its registered profile indicates the adviser takes sponsor and general partner roles and serves as managing member for pooled investment vehicles, suggesting a focus on operating or sponsoring pooled funds rather than acting solely as a traditional wealth manager or third-party allocator. The firm’s regulatory profile lists it as an individual-owned, unclassified adviser. While it does not present itself as a capital allocator in the conventional sense, its sponsorship and GP activity point to hands-on involvement with fund formation and management.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Nico Kirsten
Chief Financial OfficerCRD 8236981
Contacts
1 of 1ANDREW ROSENBLUM
Managing PartnerCRD 5805427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 2131 Palomar Airport Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
OTAY VILLAGE III MANAGER, LLC
Exempt Reporting AdvisorCARLSBAD, CA
BLACK HILLS CAPITAL, LLC
Exempt Reporting AdvisorSANTA MONICA, CA
INSPIRATION VENTURE PARTNERS
Exempt Reporting AdvisorSAN FRANCISCO, CA
CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.
Exempt Reporting AdvisorMENLO PARK, CA
WOODBRIDGE CAPITAL PARTNERS, LLC.
Exempt Reporting AdvisorNAPA, CA
OVERWATER VENTURES LLC
Exempt Reporting AdvisorPALO ALTO, CA