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BRASADA CAPITAL MANAGEMENT, LP

HOUSTON, TX · CRD 147775 · IAPD ↗ · brasadacapital.com · 713-630-8390

$679.1MRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2024 — BRASADA CAPITAL MANAGEMENT, LP grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.