RIA Intel›Advisers›Colorado›BONSAI ADVISORS LLC

BONSAI ADVISORS LLC

Advisory

BOULDER, CO

Data as of May 14, 2026 · Source: SEC Form ADV

Average account

$224K

across 94 accounts

AUM per adviser

$5M

4 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

12

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees12

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TN

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

35 clients

11 high-net-worth

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

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