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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-2011
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $230.6K in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on February 2, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
MICHAEL CLARK ROAN
Chief Executive Officer, Managing Partner
- CRD
- #818620
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael C. Roan
Owner and Founder
- CRD
- #156284
Mike Roan
Chief Executive Officer and Managing Partner
- CRD
- --
Showing 2 of 3 contacts
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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
SMA allocation detail is available
Bonneville Multi-Family Office has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.