BRASADA CAPITAL MANAGEMENT, LP
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 147775
- Registered since
- April 12, 2013
- Website
- www.brasadacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI84.03%
- Individuals9.11%
- Other Investment Advisers3.94%
- Pooled Investment Vehicles2.9%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brasada Capital Management, LP is a limited partnership operating as a hedge fund and registered with the SEC since 2013. The firm serves both individual/family clients and institutional investors, and provides portfolio management for individuals/small businesses as well as for pooled investment vehicles. Its business model includes acting as sponsor, general partner and managing member of pooled vehicles it advises. Compensation is structured as a percentage of assets under management combined with performance-based fees, consistent with its hedge-fund classification. Brasada does not identify as an active ESG investor and does not report multi-state advisory activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds4%
- Non-Exchange Traded Equities2%
- State & Local Bonds2%
Owners & executives
1 of 1MARK MCMEANS
Chief Executive OfficerCRD 2244625
Contacts
3 of 8Nermeen Dhuca
Investment AdvisorCRD 7921252
Karen Grimaldo
Director of OperationsCRD 7955334
David Shahrestani
Senior AnalystCRD 7214915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$137M in ETFs
98%
$134M
2%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $49M | 535,375 | 35.70% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 3200 Southwest Fwy
- Time zone
- CT (UTC-6)
- Office locations
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