SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Brasada Capital Management, LP
Houston, TX
CRD 147775
Firm filing updated February 23, 2026 ·
- $679.1MAssets
- 10Advisory staff
- 912Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals199
- High net worth individuals182
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 199 | $61.8 million |
| High net worth individuals | 182 | $570.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $19.7 million |
| Other investment advisors | Fewer than 5 clients | $26.8 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $130,920 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$679.1 million
- Accounts912
- Discretionary$657.4 million · 898 accounts
- Non-discretionary$21.7 million · 14 accounts
People
- Employees14
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 147775, SEC file 801-77857.
- Registered with the SEC as an investment advisor (status date on record: April 12, 2013).
Is Brasada Capital Management, LP a fiduciary?
Short answer: Brasada Capital Management, LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.