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BRETTON CAPITAL MANAGEMENT

SAN FRANCISCO, CA · CRD 154344 · IAPD ↗ · 415-738-7640

$122.8MRegulatory AUM
2Advisory reps
2Employees
1Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2025 — BRETTON CAPITAL MANAGEMENT reported RAUM up 25% ($83.5M -> $104.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — BRETTON CAPITAL MANAGEMENT reported RAUM up 33% ($62.7M -> $83.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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