Brasada Capital Management, LP

Fee-Only (% of Portfolio)

Brasada Capital Management provides investment advisory services on a discretionary basis. They manage a private fund with a long/short equity strategy, sub-advise accounts for other advisors, and manage separate accounts for various clients. Brasada's services include managing investments and monitoring accounts to align with client objectives. Sub-Advised and Separate Account clients can impose investment guidelines and restrictions.

Assets Under Management$680M
Clients382
Advisors8
Avg. per Client$1.8M
Avg. per Advisor$85M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Brasada Capital Management manages investments for a private fund, sub-advised accounts, and separate accounts.

For sub-advised and separate accounts, the annual management fee ranges from 1% to 1.5% of the account value, depending on investment objectives and client needs. Fees are calculated and paid quarterly. These fees are negotiated with each client.

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Location

8 Advisors at this firm