The BRANZAN INVESTMENT ADVISORS, INC. is a privately held investment adviser that advises $140.79mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BRANZAN INVESTMENT ADVISORS, INC. is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 29.48% over the last 5-years.
The Group has been registered with the SEC for 20.29 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10288 W CHATFIELD AVE STE 300, LITTLETON, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 11 investment and 2 non-investment staff. The total number of Employees increased by 160% over the last 5-years.
Their $140.79mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $102.09mn or 72.51% of Total Assets and High Net Worth Individuals own $24.11mn or 17.13% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 3 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
BRANZAN INVESTMENT ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.