RIA Intel›Advisers›Massachusetts›BON INVESTMENTS, LLC

BON INVESTMENTS, LLC

Advisory

MA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in MA

#1,067

of 1,590 advisers by AUM

Average account

$820K

across 92 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ANDESITE MANAGEMENT COMPANY, L.P.

$74M

THE DANFORTH ASSOCIATES, INC

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