BRACKET CAPITAL

RIASEC RegisteredEst. 2019
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$50.4M
Accounts
51
Employees
9
Advisory reps
3

Firm details

Headquarters
WEST HOLLYWOOD, California
CRD number
291692
Registered since
April 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bracket Capital is organized as a limited liability company and is registered with the SEC (registration year 2019). The firm operates principally as a private equity fund manager and targets institutional clients. Its advisory mandate focuses on portfolio management for pooled investment vehicles, and it frequently serves as sponsor, general partner, or managing member of those vehicles. Fees combine a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consultancy or operate as a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Annie Kong

    Chief Compliance OfficerCRD 7828581

Contacts

2 of 2
  • YALDA AOUKAR

    Managing Partner & Co-FounderCRD 6918979

  • JIHAN BOWES-LITTLE

    DirectorCRD 4425245

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST HOLLYWOOD, CA

LOS ANGELES

Location

WEST HOLLYWOOD, CA

Headquartered in WEST HOLLYWOOD, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
8560 W Sunset Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth