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BRASADA CAPITAL MANAGEMENT, LP
3200 Southwest Freeway
Suite 2160
Houston, Texas 77027
Tel: 713-630-8390
About BRASADA CAPITAL MANAGEMENT, LP
BRASADA CAPITAL MANAGEMENT, LP, formally registered with the SEC as BRASADA CAPITAL MANAGEMENT, LP. The firm was established in 04/12/2013. They have over 1 offices throughout the country.
BRASADA CAPITAL MANAGEMENT, LP is a Houston, Texas based Financial Planning firm with nearly $755,435,569 assets under management, offering retirement planning & investment advisory services to 917 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147775 |
| SEC# | 801-77857 |
| Assets Managed by Firm | $755,435,569 |
| No. of Clients | 917 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (NON-DISCRETIONARY MODEL ADVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 917 | $755,435,569 |
| Individuals (other than high net worth individuals) | 212 | $64,372,948 |
| High net worth individuals | 184 | $555,797,180 |
| Other investment advisers | Fewer than 5 clients | $112,747,144 |
| Corporations or other businesses | Fewer than 5 clients | $116,019 |
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