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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-1998
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 12.8%, from $437.7M to $493.8M.
Across 5 reported observations, AUM increased 15.6% between March 31, 2022 and March 30, 2026, from $427.1M to $493.8M.
Of the latest reported AUM, 31.0% is discretionary and 69.0% is non-discretionary.
The firm reports 3 advisory representatives and 25 clients, or 8.3 clients per representative. That equates to $19.8M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Services
- Technology
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The full Bonaventure Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN MCCALL DAUPHIN
Managing Member
- CRD
- #2784306
- Ownership
- 25% but less than 50%
JAMES OTTO REIN
Principal
- CRD
- --
- Ownership
- 25% but less than 50%
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| 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
SMA allocation detail is available
Bonaventure Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.