Braidwell LP

RIASEC RegisteredEst. 2022
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$415M
Accounts
12
Employees
32
Advisory reps
3

Firm details

Headquarters
Stamford, Connecticut
CRD number
316988
Registered since
January 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Braidwell LP is a limited partnership organized as a hedge fund that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (2022) and serves institutional clients. Its business model centers on managing pooled funds rather than acting as a pure capital allocator to third-party managers. Fee arrangements combine a percentage of assets under management with performance-based fees. Braidwell does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 3
  • Ken Joseph

    Ken Joseph

    Chief Compliance OfficerCRD 8045208

  • Alexander Karnal

    Alexander Karnal

    Co-Founder and Chief Investment OfficerCRD 4672547

  • Brian Kreiter

    Brian Kreiter

    Co-Founder and CEOCRD 7244347

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

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
1 Hbr Pt 2200 Atlantic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth