Jonathan Reichek is a CFA-designated registered investment advisor at Brasada Capital Management, LP, based in Houston, TX, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 382 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brasada Capital Management manages investments for a private fund, sub-advised accounts, and separate accounts.
For sub-advised and separate accounts, the annual management fee ranges from 1% to 1.5% of the account value, depending on investment objectives and client needs. Fees are calculated and paid quarterly. These fees are negotiated with each client.
Location
3200 Southwest Freeway, Suite 2160, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brasada Capital Management, LP
Previous Registrations
Friedberg Investment Management, INC.
State Registrations1 state
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