BONSAI ADVISORS LLC

BONSAI ADVISORS LLC of BOULDER, CO is an SEC-registered investment adviser (CRD 323938). Regulatory assets under management: $21.1M.

Registration

• CRD: 323938
• Type: Registered investment adviser
• Location: 1406 PEARL STREET, BOULDER, CO, 80302
• Phone: 866-266-7249
• Latest filing: 2026-05-14
• Regulatory AUM: $21.1M
• Discretionary AUM: $21.1M
• Clients: 12
• Accounts: 94

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323938 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search