The BRASADA CAPITAL MANAGEMENT, LP is a privately held investment adviser that advises $679.09mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BRASADA CAPITAL MANAGEMENT, LP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 13.74% over the last 5-years.
The Group has been registered with the SEC for 13.31 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3200 SOUTHWEST FREEWAY SUITE 2160, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 10 investment and 4 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $679.09mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $570.63mn or 84.03% of Total Assets and Individuals own $61.83mn or 9.11% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
BRASADA CAPITAL MANAGEMENT, LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.