Brizo Capital, Lp
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Overview
Brizo Capital, Lp operates as a financial advisory company based in New York, New York. The firm oversees $204.4 million in assets under management throughout three client accounts, making it a mid-tier firm in the United States by assets under management (AUM). The company has a small team, including 1 financial advisor. Brizo Capital, Lp does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as options, bonds and equities.
Brizo Capital, Lp administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments without requiring client authorization. The company's average account size is $68.1 million. The typical advisor at Brizo Capital, Lp manages about three client accounts, placing it among the most personalized firms in the country.
Brizo Capital, Lp's central office is located at 142 West 57Th St, New York, New York 10019. The firm is allowed to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Brizo Capital, Lp by the Numbers
$204.4 million
1
3
$68.1 million
Fee Structure
Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Brizo Capital, Lp most likely consist of any combination of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its three accounts, Brizo Capital, Lp's biggest client is pooled investment vehicles. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Brizo Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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