Overview
Assets Under Management: $755 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 184
Average Client Assets: $3 million
Frequently Asked Questions
BRASADA CAPITAL MANAGEMENT, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147775), BRASADA CAPITAL MANAGEMENT, LP is subject to fiduciary duty under federal law.
BRASADA CAPITAL MANAGEMENT, LP is headquartered in HOUSTON, TX.
BRASADA CAPITAL MANAGEMENT, LP serves 184 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, BRASADA CAPITAL MANAGEMENT, LP offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
BRASADA CAPITAL MANAGEMENT, LP manages $755 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, BRASADA CAPITAL MANAGEMENT, LP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 917
Discretionary Accounts: 901
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 147775
Last Filing Date: 2025-03-04 00:00:00
Website: https://brasadacapital.com