BRAINTRUST CAPITAL, LLC

Overview

Braintrust Capital, LLC is a small, independent registered investment adviser formed and SEC-registered in 2022 with an individual owner. The firm focuses on serving individual and family clients through fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Core advisory services are financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and limited pension consulting work. Investment activity combines conventional liquid strategies with access to private-market exposures. The firm uses mutual funds and separately managed account structures for public market allocations, while actively allocating to third‑party alternative managers for private equity, venture capital, real estate, commodities and collateralized debt. Braintrust Capital does not identify as an ESG investor and is not registered as a multi‑state adviser. Braintrust maintains an affiliation with an insurance company, which can support insurance-based planning or product solutions for clients alongside its advisory services.

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Location & Offices