Brevet Capital Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.6B
Discretionary
$1.9B
73% of AUM
Avg account
$98.7M
Accounts
26
Employees
37
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
151672
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles93.22%
  • Corporations / Businesses6.76%
  • HNWI0.02%
  • Charitable Organizations0.01%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brevet Capital Management, LLC is an SEC-registered investment manager that operates as a multi-strategy fund manager with significant hedge fund and private equity activity. The firm focuses on institutional clients and provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional or corporate accounts. Its commercial model includes both percentage-of-AUM fees and performance-based compensation. Brevet is structured as a limited liability company and lists ownership as a mix of a domestic entity and individual ownership. The adviser has been SEC-registered since 2012, does not present itself as a multi-state adviser, and is not flagged as an active ESG investor. It also acts in sponsor and general partner capacities and serves as managing member for pooled investment vehicles it manages.

Assets & Accounts

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

Asset composition

Asset composition: Other 61%, Cash & Cash Equivalents 39%61%
  • Other61%
  • Cash & Cash Equivalents39%

Owners & executives

2 of 2
  • Douglas Monticciolo

    Douglas Monticciolo

    CEOCRD 1819692

  • Mei-li Da Silva Vint

    Mei-li Da Silva Vint

    Chief Commercial OfficerCRD 6042401

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
441 9th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth