$8.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- DeltaTimber
- Established Date
- 10-06-2011
- Office Locations
- 3
Office Locations
3131 Mohawk Lane Provo UT
-- -- UT
-- Provo UT
About Bonneville Multi-Family Office
Bonneville Multifamily Capital is a multifamily real estate lender serving borrowers seeking acquisition, construction-perm, refinance, bridge, and value-add rehab financing. It originates government- and agency-backed programs including HUD/FHA, Fannie Mae/Freddie Mac, and USDA Section 538 loans. Notable: it states it is the nation's largest USDA 538 lender and is a licensed HUD multifamily lender.
Team overview
72 AVG AGE
$8.3M AVG AUM / ADVISOR
$230.6K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Ember horizon Vertex Crest Oak
Client Personas
Value Crest summit Momentum
CRM
Capital capital
Custodian
Alpha timber Pioneer prime Ridge summit Wave
Investment Themes
Vertex Frontier delta Unison Optima Glacier frontier Ridge legacy
Investment Vehicles
Timber Vertex
Services
Momentum vector Ridge Eagle Timber Oak insight Value Value
Technology
Vector foundation Signal
Owner & Executives
MICHAEL CLARK ROAN
Chief Executive Officer, Managing Partner
- CRD
- #818620
- Ownership
- 75% or more
(397) 506-2913
north.crest@harborcapital.com
in linkedin.com/in/focus-north
Showing 1 of 1 owners & executives
Unlock allContacts
M
Mike Roan
Chief Executive Officer and Managing Partner
- CRD
- --
(865) 656-6039
summit.insight@vitalcapital.com
in linkedin.com/in/element-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,300,000 | -- |
| Total | $8,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,300,000
Equity - OTC:
29.0% Cash:
11.3% Equity - Exchange:
18.9% U.S. Government/Agency:
40.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $825,668,235 | 29.0% |
| Cash | $321,725,898 | 11.3% |
| Equity - Exchange | $538,107,919 | 18.9% |
| U.S. Government/Agency | $1,161,629,793 | 40.8% |
| Total | $2,847,131,845 | 100.0% |