BRASADA CAPITAL MANAGEMENT, LP other names

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Adviser Profile

As of Date:

08/09/2024

Adviser Type:

- Large advisory firm

Number of Employees:

16 33.33%

of those in investment advisory functions:

11 57.14%

Registration:

Texas, Terminated, 9/24/2013

Other registrations (1)
AUM:

754,001,302 27.63%

of that, discretionary:

728,413,510 26.70%

Private Fund GAV:

24,150,317 2.70%

Avg Account Size:

808,147 -50.48%

% High Net Worth:

45.21% 8.50%

SMA’s:

YES

Private Funds:

1

Contact Info

713 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
721M 618M 515M 412M 309M 206M 103M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Should You Buy Canadian Pacific Kansas City Limited (CP) for its Enormous Value Creation?
04/18/2023

Brasada Capital Management, an investment management firm, released its “Brasada Focused Equity Strategy” first quarter 2023 investor letter. A copy of the same can be downloaded here. Brasada Focused Equity Strategy returned 8.3% net in the first quarter compared to a 7.5% return for the S&P 500 Index.  In addition, you can check the top […]

Insider Monkey

Here’s Why Brasada Capital Sold Alphabet (GOOGL)
04/18/2023

Brasada Capital Management, an investment management firm, released its “Brasada Focused Equity Strategy” first quarter 2023 investor letter. A copy of the same can be downloaded here. Brasada Focused Equity Strategy returned 8.3% net in the first quarter compared to a 7.5% return for the S&P 500 Index.  In addition, you can check the top […]

Insider Monkey

Brasada Capital Focused Equity Strategy’s Q1 2023 Investor Letter
04/18/2023

Brasada Capital Management, an investment management firm, released its “Brasada Focused Equity Strategy” first quarter 2023 investor letter. A copy of the same can be downloaded here. Brasada Focused Equity Strategy returned 8.3% net in the first quarter compared to a 7.5% return for the S&P 500 Index.  In addition, you can check the top […]

Insider Monkey

10 Stocks to Buy According to Mark McMeans’ Brasada Capital Management
08/26/2022

In this article, we discuss 10 stocks to buy according to Mark McMeans’ Brasada Capital Management. If you want to skip our detailed analysis of McMeans’ investment philosophy and performance, go directly to 5 Stocks to Buy According to Mark McMeans’ Brasada Capital Management. Mark McMeans is the chief executive officer and founding partner of Brasada […]

Insider Monkey

5 Stocks to Buy According to Mark McMeans’ Brasada Capital Management
08/26/2022

In this article, we discuss 5 stocks to buy according to Mark McMeans’ Brasada Capital Management. If you want to read our detailed analysis of McMeans’ investment philosophy and performance, go directly to 10 Stocks to Buy According to Mark McMeans’ Brasada Capital Management. 5. American Tower Corporation (NYSE:AMT) Brasada Capital Management’s Stake Value: $13,817,000 Percentage […]

Insider Monkey

Pool Corporation (NASDAQ:POOL)’s Shares Beats Earnings Estimates
07/27/2022

Brasada Capital Management, an investment management company, released its Q2,2022 Investor Letter, a copy of which can be downloaded here. The fund returned -25.7% net of fees for the first half of the year. An increase in the 10-year treasury yield leads to a decline in the multiples on investment assets. Check out the top […]

Insider Monkey


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $24,150,317

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Private Funds



Employees




Brochure Summary

Overview

A. General Description of Firm Brasada Capital Management, LP, (“Brasada” or “Firm”) a Texas limited partnership, was created in June 2008 and has its principal place of business in Houston, Texas. Brasada provides investment advisory services on a discretionary basis to a private pooled investment vehicle (the “Fund”), sub-advised accounts (the “Sub-Advised Accounts”) and separately managed accounts (the “Separate Accounts”), each a “Client” and collectively referred to herein as the “Clients.” Principal owners of the Firm are Mark Edward McMeans and James Gabriel Birdsall. B. Advisory Services Brasada serves as the investment manager for a private fund (the “Fund”). The Fund’s objective is to maximize long-term, risk-adjusted absolute returns through long/short equity investments, or through exposure from derivative instruments where appropriate, predominantly in US-based companies. The Fund seeks to accomplish this objective by purchasing securities whose growth prospects are believed to be under-appreciated by the market, while shorting companies perceived by the Firm to be fundamentally challenged. This objective will be driven by a bottom-up investment process and supplemented by risk management and hedging strategies. Brasada provides sub-advisory services, governed by an investment management agreement between Brasada and the unaffiliated advisor(s). As sub-advisor, Brasada is granted trading authority, but does not have the authority to make any withdrawals
or transfers. In its sub- advisory capacity, Brasada does not provide any custodial functions. Brasada also provides investment advisory services to Separate Accounts. Brasada’s investment advisory services include but are not limited to the management, operation and control of the investment and trading activity of its Clients’ account(s) and monitoring activity to ensure the Clients’ account holdings correspond with their stated investment objectives. C. Customized Advisory Services Outside of the advisory services listed above, Brasada does not tailor its advisory services to the individual needs of its Fund investors. However, Brasada’s Sub-Advised and Separate Account Clients can impose investment guidelines, limitations and other restrictions such as investing in certain securities or types of securities. All investment guidelines and restrictions regarding the management of the Sub-Advised and Separate Account clients are pursuant to the terms and conditions stated in each privately negotiated investment management agreement. D. Wrap Fee Programs Neither Brasada nor its Clients participate in any wrap fee programs. E. Assets Under Management As of 12/31/2023, Brasada had approximately $691 million in regulatory assets under management, the majority of which were managed on a discretionary basis. Client Brochure Page 5 of 25