BRANZAN INVESTMENT ADVISORS, INC.

Overview

Branzan Investment Advisors, Inc. is an SEC-registered corporate adviser (since 2006) operated under individual ownership and categorized as an “Other Fund Provider.” The firm serves an institutional client base and provides portfolio management for both individuals/small businesses and pooled investment vehicles. Its fee model combines a percentage-of-AUM component with performance-based fees, and the firm does not identify as an active ESG investor or a multi-state adviser. The firm functions as an adviser to pooled vehicles and runs private funds in addition to managing discretionary client portfolios. It is not described as a capital allocator or pension consultant in the available information.

Assets & Accounts

Public Holdings

Investments & Alternatives