TrueAdvisor
TrueAdvisor
JR
CFA
JR
CFA

Jonathan G Reichek

Brasada Capital Management, LP
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Brasada Capital Management, LP
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
397 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$755.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Location

3200 Southwest Freeway, Suite 2160, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brasada Capital Management, LP
February 2018 - Present · 8 yrs
Previous Registrations
Friedberg Investment Management, INC.
January 2008 - December 2017 · 9 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.