Brasada Capital Management, LP

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)

About This Firm

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.

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

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.

Areas of Practice
Investment ManagementHigh Net Worth
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Location

3200 Southwest Freeway, Suite 2160, Houston, TX, 77027

8 Advisors at this firm

Brasada Capital Management, Lp | AdvisorDiscover