BRETTON CAPITAL MANAGEMENT
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 154344
- Registered since
- July 29, 2010
- Website
- brettonfund.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bretton Capital Management is a privately held limited liability company that registered with the SEC in 2010. The firm’s client base is institutional and its stated advisory activity is portfolio management for investment companies. It operates under an individual ownership structure and charges fees as a percentage of assets under management. Bretton Capital is not identified as an active ESG investor, multi-state adviser, pension consultant, related adviser, or capital allocator in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2RAPHAEL DEBALMANN
Portfolio ManagerCRD 2761844
STEPHEN DODSON
President and Portfolio ManagerCRD 3261777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 535 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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