BS
BS

Bradford Stedem

8 Years of Experience
San Juan, PR

Bradford Stedem is a registered investment advisor at Capital United, LLC, based in San Juan, PR, with 8 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Capital United (CapU) provides advisory services to Unaffiliated EB-5 Funds. The fees depend on the investment option chosen:

  • Private Investment Fund: 1.0% per year of the assets held in the EB-5 Redeployment Program.
  • Single Asset Investment: A one-time due diligence fee of $15,000 upfront, plus an ongoing advisory fee of 1.0% per year of the asset held in the EB-5 Redeployment Program.

For investments in the Real Estate Investment Portfolio or a Private Real Estate Investment, the Unaffiliated EB-5 Fund pays 1.25% per year if total assets are less than $50 million, or 1.0% per year if total assets are $50 million or more. These fees may be negotiable, but the minimum fee is 1.0% per year.

CapU does not charge advisory fees to Affiliated EB-5 Funds.

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Location

San Juan, PR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bradford is a general partner in Capital United and EB-5 United, real estate private equity debt and equity funds, and CEO and Co-founder to Capital United and EB-5 United, dedicating a few hours per week to about 10-20% of his time during trading hours. Bradford also owns a limited liability company that owns 45% of the general partner of a limited partnership investing in real estate.

Employment History
Current Registrations
Capital United, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Capital United, LLC
January 2017 - March 2023 · 6 yrs 2 mos
Capital Privé Suisse S.A.
August 2016 - April 2017 · 8 mos
Capital Privé Suisse S.A.
December 2015 - March 2016 · 3 mos
State Registrations1 state
PR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bradford Stedem - Financial Advisor | TrueAdvisor