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GREAT PATH PLANNING
Legal name: SEMITAM BONAM LLC
CRD 284461File 801-119391
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$167.2M
Bottom 25% of cohort (national)
Discretionary AUM
$162.6M
Non-discretionary $4.7M
Clients
66
283 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 2, 2020
- Principal office
- 12 SCOTCHTOWN AVE, GOSHEN, NY, 10924
- Phone
- 845-397-7284
- Website
- https://greatpath.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.2M
- Discretionary AUM
- $162.6M
- Non-discretionary AUM
- $4.7M
- Discretionary accounts
- 280
- Non-discretionary accounts
- 3
- Total accounts
- 283
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| High net worth individuals | 55 | $160.1M |
| Individuals (other than high net worth individuals) | 11 | $4.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.