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GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

DALLAS, TX · CRD 160830 · IAPD ↗ · 214-720-2060

$1.54BRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2025 — GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($1.03B -> $1.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($694.5M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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