BONSAI PARTNERS, LLC

UUID0d811c6c-194a-5146-8e5f-39c4241406a7

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:00

Updated2025-10-23 02:24:00

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	297619	297619	—	1.0
lei	549300JW4V23B5HG4008	549300JW4V23B5HG4008	—	—
sec_file_number	802-127353	802-127353	—	—

HQ CityCARLSBAD

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-03-26 00:00:00 • Source ia09022025-exempt.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.