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BRASA CAPITAL MANAGEMENT

LOS ANGELES, CA · CRD 316265 · IAPD ↗ · brasacap.com · 310-620-2889

$1.37BRegulatory AUM
12Advisory reps
19Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2024 — BRASA CAPITAL MANAGEMENT grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — BRASA CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($702.3M -> $1.11B).
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.