Assets Under Management
$755.4M
Number of Clients
397
Number of Advisors
8
Average Client AUM
$1.9M
AUM per Advisor
$94.4M
Compensation
Fee-Only (AUM)
Brasada Capital Management manages a private fund with a long/short equity strategy. They also offer sub-advisory services and investment advisory services to separate accounts, tailoring investment strategies to client objectives and risk tolerance. They provide model portfolios to other financial institutions.
Brasada charges a 1.5% annual management fee for the Fund, calculated monthly and paid quarterly in advance. The General Partner receives a 20% performance-based profit allocation. For Sub-Advised and Separate Accounts, the annual management fee ranges from 1% to 1.5%, negotiated with each client. Model portfolio fees are also negotiable.
3200 Southwest Freeway, Suite 2160, Houston, TX, 77027