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BRAESWOOD CARBON MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 311686 · IAPD ↗ · braeswoodcarbon.com · 415-325-2523

$387.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — BRAESWOOD CARBON MANAGEMENT, LLC reported RAUM up 34% ($288.0M -> $387.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2025 — BRAESWOOD CARBON MANAGEMENT, LLC reported RAUM up 55% ($185.9M -> $288.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
September 2024 — BRAESWOOD CARBON MANAGEMENT, LLC (SAN FRANCISCO, CA) is newly SEC-registered with $185.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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