Brasa Capital Management
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Overview
Brasa Capital Management operates as an advisory company based in Los Angeles, California. The company oversees $702.3 million in total assets over four customer accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). The company has a small team, including 6 financial advisors. Brasa Capital Management is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, options and stocks.
Brasa Capital Management administers two of the firm's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions without needing to seek the client's consent. It also oversees two non-discretionary accounts totaling $104.4 million in assets. Brasa Capital Management's typical account size is $175.6 million. The typical financial advisor at Brasa Capital Management manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's central office is at 2029 Century Park East, Los Angeles, California 90067. It is registered to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Brasa Capital Management by the Numbers
$702.3 million
10
4
$175.6 million
Fee Structure
Fees charged by financial advisors vary depending on the financial services offered. Fee types billed by Brasa Capital Management most likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its four customers, Brasa Capital Management's biggest client type by number of accounts is pooled investment vehicles. None of its accounts are 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
Brasa Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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