$493.8M Total AUM
$153.3M Disc. AUM
6.6% 3Y CAGR
3 Employees
25 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1998
- Office Locations
- 1
Office Locations
820 Shades Creek Pkwy., Ste. 1200 Birmingham AL
About Bonaventure Capital, LLC
Bonaventure Capital (founded 1998) provides private and public market investment solutions for B. L. Harbert and a select group of aligned investors. In private markets, it invests growth equity in companies with value-add technologies and scalable business models. In public markets, it advises institutions and high-net-worth clients via SMAs, including proprietary alternative income strategies and portfolio construction.
Team overview
58 AVG AGE
$164.6M AVG AUM / ADVISOR
$19.8M AVG AUM / CLIENT
23.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
STEVEN MCCALL DAUPHIN
Managing Member
- CRD
- #2784306
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JAMES OTTO REIN
Principal
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,252,887 | $6,130,115 |
| Non-Discretionary | $340,554,433 | $68,110,887 |
| Total | $493,807,320 | $16,460,244 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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