Bonar Chhay, financial advisor Los Angeles CA
103 score

Bonar Chhay

CRD Number: 5037260
Current Firm: Felicitas Investors LLC

Bonar Chhay (CRD# 5037260) is an Investment Advisor Representative working at Felicitas Investors LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Mr. Chhay specializes in alternative investments.

CONTACT
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Professional Designations
Company Name Location Dates Years
Felicitas Investors Los Angeles, CA May 2012 - Current 6
The J. Paul Getty Trust Los Angeles, CA Aug 2006 - Apr 2012 5
Zions Bancorporation - Contango Capital Advisors Berkeley, CA Dec 2004 - Jul 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2005
S7 General Securities Representative Examination (GS) Dec 2015
S63 Uniform Securities State Law Examination Dec 2015
Contact Info for Bonar Chhay
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $1,497,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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