BRAEMONT CAPITAL

RIASEC RegisteredEst. 2021
Total AUM
$913M
Discretionary
$913M
100% of AUM
Avg account
$130M
Accounts
7
Employees
17
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
314704
Registered since
July 9, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Braemont Capital is organized as an LLC and registered with the SEC in 2021. It operates as a private fund manager focused on pooled investment vehicles and serves primarily institutional clients. The firm is owned by an individual and functions as a sponsor/GP and managing member of its funds, performing portfolio management for those pooled vehicles rather than acting as a third-party capital allocator. Its compensation mix combines a percentage-of-assets fee with performance-based fees, reflecting the economics typical of active private fund managers. Braemont does not identify as an active ESG investor and is not listed as a multi-state adviser in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • STEPHEN SIMS

    Chief Operating Officer and Chief Compliance OfficerCRD 5362317

Contacts

2 of 2
  • JEFFERY VOLLING

    PartnerCRD 4974494

  • ROBERT COVINGTON

    Founder and Managing PartnerCRD 3068627

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3963 Maple Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth