BRAESWOOD CARBON MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$387M
Discretionary
$387M
100% of AUM
Avg account
$194M
Accounts
2
Employees
4
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
311686
Registered since
August 2, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Braeswood Carbon Management, LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is structured and operated as a hedge fund manager that serves institutional clients. Its stated business activities include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles; it also serves as sponsor, general partner or managing member of those pooled vehicles. Ownership is listed as individual, and the adviser is not positioned as a multi-state or pension consultant adviser. Braeswood does not identify itself as an active ESG investor. The firm’s compensation model combines a percentage-of-assets fee with performance-based fees, a common setup for managers running hedge fund-style pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Henry Yan

    Managing MemberCRD 7333108

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
163 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth