Bracket Capital

RIASEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$50.4M
Accounts
51
Employees
9
Advisory reps
3

Firm details

Headquarters
West Hollywood, California
CRD number
291692
Registered since
April 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bracket Capital is a limited liability company that operates as a private equity manager serving institutional investors. The firm is registered with the SEC (registered in 2019) and focuses on managing pooled investment vehicles; it also serves as sponsor, general partner and managing member for those vehicles. Fee arrangements combine a percentage-of-assets model with performance-based fees. Ownership of the firm includes domestic and foreign entities as well as individual owners. Bracket Capital does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Hollywood, CA

Los Angeles

Location

West Hollywood, CA

Headquartered in West Hollywood, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
8560 W Sunset Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth