SEMITAM BONAM LLC
Legal name: GREAT PATH PLANNING
CRD #284461 SEC #801-119391 GOSHEN, NY 845-397-7284
SEC Registered
Total AUM
$144.3M
Discretionary
$139.9M
Employees
3
Clients
51
Accounts
278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $144.3M | $139.9M | $4.3M | 3 | 2 |
| Jun 2025 | $144.3M | $139.9M | $4.3M | 2 | 2 |
| Mar 2025 | $133.9M | $129.6M | $4.3M | 2 | 2 |
| Mar 2025 | $133.9M | $4.3M | $129.6M | 2 | 2 |
| Feb 2024 | $113.7M | $109.5M | $4.1M | 2 | 2 |
| Sep 2023 | $91.9M | $88M | $3.8M | 2 | 2 |
| Mar 2023 | $87.9M | $84.1M | $3.9M | 2 | 2 |
| Jan 2022 | $77.8M | $73.3M | $4.4M | 2 | 3 |
| Jun 2021 | $45.7M | $41.4M | $4.3M | 2 | 3 |
| Feb 2021 | $45.7M | $41.4M | $4.3M | 2 | 3 |
| Jan 2021 | $45.7M | $41.4M | $4.3M | 2 | 3 |
| Aug 2020 | $39.8M | $35.8M | $4M | 2 | 3 |
DateJul 2025
Total AUM$144.3M
Discretionary$139.9M
Non-Disc.$4.3M
Employees3
Clients2
DateJun 2025
Total AUM$144.3M
Discretionary$139.9M
Non-Disc.$4.3M
Employees2
Clients2
DateMar 2025
Total AUM$133.9M
Discretionary$129.6M
Non-Disc.$4.3M
Employees2
Clients2
DateMar 2025
Total AUM$133.9M
Discretionary$4.3M
Non-Disc.$129.6M
Employees2
Clients2
DateFeb 2024
Total AUM$113.7M
Discretionary$109.5M
Non-Disc.$4.1M
Employees2
Clients2
DateSep 2023
Total AUM$91.9M
Discretionary$88M
Non-Disc.$3.8M
Employees2
Clients2
DateMar 2023
Total AUM$87.9M
Discretionary$84.1M
Non-Disc.$3.9M
Employees2
Clients2
DateJan 2022
Total AUM$77.8M
Discretionary$73.3M
Non-Disc.$4.4M
Employees2
Clients3
DateJun 2021
Total AUM$45.7M
Discretionary$41.4M
Non-Disc.$4.3M
Employees2
Clients3
DateFeb 2021
Total AUM$45.7M
Discretionary$41.4M
Non-Disc.$4.3M
Employees2
Clients3
DateJan 2021
Total AUM$45.7M
Discretionary$41.4M
Non-Disc.$4.3M
Employees2
Clients3
DateAug 2020
Total AUM$39.8M
Discretionary$35.8M
Non-Disc.$4M
Employees2
Clients3