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Lyle Eils Bonn

Gencap Portfolio Management

Tiburon, CA

CRD 717880

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Employer firm

Gencap Portfolio Management CRD 269910

$420M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • SUB ADVISER SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Gencap Portfolio Management

1100 Mar West Street Suite C, Tiburon, CA 94920 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-12-14
  • CA RA
    APPROVED
    Since 2015-12-14

Branch Locations

1100 Mar West Street Suite C, Tiburon, CA 94920 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Front Row Advisors Llc Tiburon CA 12/2015 Present
  • 12/2015 → Present
    Front Row Advisors Llc
    Tiburon, CA
Previous Registrations
  • 2010-01-25 → 2015-12-15
    Quantum Capital Management
    San Francisco, CA
    Corte Madera, CA
  • 2002-07-22 → 2009-12-31
    Gamboa & Company
    San Francisco, CA
Other Businesses

West Coast Sales for RPG Consultants. RPG is non investment related Third Party Administrator and Record Keeper.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-11-08
  • S63 Uniform Securities Agent State Law Examination
    1980-11-08
Other Names
  • Skip Bonn
  • Lyle Eils Bonn
  • Lyle Ellis Bonn

View on SEC IAPD

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