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BRIZO CAPITAL, LP

750 Lexington Avenue
9th Floor
New York, New York 10022
Tel: 646-593-7735

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About BRIZO CAPITAL, LP

BRIZO CAPITAL, LP, formally registered with the SEC as BRIZO CAPITAL, LP. The firm was established in 10/08/2018. They have over 1 offices throughout the country.

BRIZO CAPITAL, LP is a New York, New York based Financial Planning firm with nearly $217,815,664 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#298102
SEC#801-114108
Assets Managed by Firm$217,815,664
No. of Clients3
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total3$217,815,664
Corporations or other businessesFewer than 5 clients$96,622,018

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