bc
Brizo Capital, Lp
SEC-regulated
Registered investment advisor
Brizo Capital, LP, a financial advisor firm established in May 2018, provides investment advisory services to clients, including a private investment vehicle (the "Fund") and separately managed account clients ("SMAs"). The firm, led by Managing Member Benjamin Isaac, offers a research-driven, fundamentally oriented investment strategy focused on achieving long-term capital appreciation through publicly traded equity securities. Brizo has full discretion over managing the Fund's assets, identifying investment opportunities, and executing trades without prior consultation with clients. The Fund's management fee structure is based on the net asset value of each Limited Partner's Capital Account, with different rates for Founder's Interests and Regular Interests. Brizo also offers investment advisory services to SMAs, charging a fee of up to 1.00% annually based on the asset value of the SMA. The minimum investment requirement for the Fund is $2,000,000, with separate client account minimum sizes varying. Brizo does not participate in wrap fee programs and does not receive brokerage commissions or compensation related to the sale of securities. The firm follows a Code of Ethics to ensure fair and honest dealings with clients, and it has no disciplinary events to report. Clients receive regular account reviews and reporting, and Brizo maintains custody of certain assets, complying with the Custody Rule requirements. The firm's Proxy Voting Policy aims to vote proxies in the best interests of clients, and clients can request additional financial information as needed.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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