Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Branzan charges an annual investment management fee based on assets under management, with a maximum of 1.50%. The initial account minimum for separately managed accounts is $5,000,000, but this may be waived at Branzan's discretion. Fees are prorated and charged quarterly in arrears. Clients may also incur additional fees at the investment level, such as fund expenses for mutual funds and ETFs. Specific fee details for the Private Funds are contained in each Fund’s Offering Document.
Areas of Practice
Advisor Information
Office location
10288 W Chatfield Ave, Ste 300, Littleton, CO, 80127
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a manager/member of several LLCs, including LHB Ventures LLC, LHB Capital Partners LLC, Los Hermanos Brant S de RL de CV, 3B AG Partners LLC, 3B Cattle LLC, LHB Drilling LLC, John A. Getty LLC, LHB Niobrara, LLC, and LHB Mineral Management, LLC. These entities are primarily focused on investments in illiquid alternative assets and real estate in Mexico; LHB Ventures LLC takes a few hours per week, while the others require minimal time.