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Lyle Eils Bonn Jr

Investment Adviser Representative at GENCAP PORTFOLIO MANAGEMENT

Tiburon, CACRD #717880Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Lyle Eils Bonn has worked in the securities industry since 2002. They have passed the Series 63, 7, and 5 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/8/1980
Series 5
Interest Rate Options Examination
Passed 12/11/1982
Series 7
General Securities Representative Examination
Passed 10/18/1980

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $2,000,0001.10%
$2,000,001 - $5,000,0000.95%
$5,000,001 - $10,000,0000.80%
$10,000,001 and Up0.65%
Source

Gencap Portfolio Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GENCAP PORTFOLIO MANAGEMENTCurrent
12/14/2015Tiburon, CA
QUANTUM CAPITAL MANAGEMENT
1/25/201012/15/2015San Francisco, CA
GAMBOA & COMPANY
7/22/200212/31/2009San Francisco, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at GENCAP PORTFOLIO MANAGEMENT

6 other advisors in the directory

View GENCAP PORTFOLIO MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lyle Eils Bonn Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Lyle Eils Bonn Jr - Financial Advisor in Tiburon, CA | AdvisorFinder