Unclaimed Profile

Bonar Mony Chhay

FELICITAS GLOBAL PARTNERS, LLC·PASADENA, California

SIE, Series 7, Series 63, Series 65CFAClean record20 years registeredFELICITAS GLOBAL PARTNERS, LLC

65 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 5037260Firm CRD# 292411

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bonar Mony Chhay · PASADENA, CA

Registration

CRD #5037260 · FELICITAS GLOBAL PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FELICITAS GLOBAL PARTNERS, LLC

FELICITAS GLOBAL PARTNERS, LLC

Jul 2018 – Dec 2025

PASADENA, CA

FELICITAS INVESTORS LLC

May 2012 – Jul 2018

LOS ANGELES, CA

CONTANGO CAPITAL ADVISORS, INC.

Oct 2005 – Aug 2006

BERKELEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 17, 2005

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FELICITAS GLOBAL PARTNERS, LLC

CRD 292411 · SEC 801-112594

AUM

$819M

Regulatory assets under management

Employees

13 client accounts

Services offered by FELICITAS GLOBAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FELICITAS GLOBAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bonar Mony Chhay offer?

Bonar Mony Chhay specializes in Investment Management, Retirement Planning.

What are Bonar Mony Chhay's credentials?

Bonar Mony Chhay holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bonar Mony Chhay located?

Bonar Mony Chhay is based in PASADENA, California, last registered with FELICITAS GLOBAL PARTNERS, LLC.

How does Bonar Mony Chhay charge for services?

Bonar Mony Chhay's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FELICITAS GLOBAL PARTNERS, LLC?

FELICITAS GLOBAL PARTNERS, LLC has approximately 12 employees and manages $819M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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