BONSAI PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CARLSBAD, California
CRD number
297619
Registered since
January 19, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Nico Kirsten

    Chief Financial OfficerCRD 8236981

Contacts

1 of 1
  • ANDREW ROSENBLUM

    Managing PartnerCRD 5805427

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth