Brasada Capital Management, Lp

Brasada Capital Management, LP is a registered investment advisor established in June 2008, based in Houston, Texas. The firm specializes in providing investment advisory services on a discretionary basis to a private pooled investment vehicle, sub-advised accounts, and separately managed accounts. The firm's investment strategy focuses on maximizing long-term, risk-adjusted absolute returns through long/short equity investments primarily in US-based companies. Brasada charges management fees ranging from 1% to 1.5% for sub-advised and separately managed accounts, and a 1.5% annual fee for the private fund based on capital account balances. The firm's assets under management were approximately $730 million as of December 31, 2024. Clients include high net worth individuals, pension plans, trusts, and corporations, with a minimum initial investment of $500,000 for the private fund. Brasada acts as a fiduciary, accepting discretionary authority to manage investments in the best interest of clients. The firm's investment strategies involve inherent risks such as market fluctuations, diversification, and reliance on third-party research. Clients receive regular account reviews, statements, and access to online account details. Brasada does not receive economic benefits for client referrals or compensate non-advisory personnel for referrals. The firm maintains custody through independent broker-dealers/custodians and follows a proxy voting policy aligned with clients' best interests. Brasada has not been involved in any legal or disciplinary events affecting its operations.