BONAVENTURE CAPITAL, LLC

820 Shades Creek Pkwy., Ste. 1200
Birmingham, Alabama 35209
Tel: 205-775-7971

About BONAVENTURE CAPITAL, LLC

BONAVENTURE CAPITAL, LLC, formally registered with the SEC as BONAVENTURE CAPITAL, LLC. The firm was established in 04/12/2005. They have over 1 offices throughout the country.

BONAVENTURE CAPITAL, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $430,432,261 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120780
SEC#	801-64141
Assets Managed by Firm	$430,432,261
No. of Clients	30
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	30	$430,432,261
High net worth individuals	20	$352,020,698
Other investment advisers	Fewer than 5 clients	$3,829,868
Corporations or other businesses	Fewer than 5 clients	$26,021,185

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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