Brasada Capital Management is a registered investment advisor based in Houston, Texas, offering investment management services to private investment funds, sub-advised accounts, and separately managed accounts. Founded in 2008, Brasada utilizes a bottom-up investment process, quantitative screening, and fundamental analysis to construct portfolios primarily consisting of equities, exchange-traded funds, fixed-income instruments, and mutual funds. The firm's private fund focuses on maximizing long-term returns through long/short equity strategies, while separate accounts and sub-advised accounts are tailored to meet individual client objectives and risk tolerances within agreed-upon investment guidelines.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee ranges from 1.0% to 1.5% depending on account type and investment objectives. Private fund investors also pay an annual 20% performance-based profit allocation. All fees are negotiable.