Brennan Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 174637
- Website
- www.brennanvalue.com
- Custodians
- JEFFERIES LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles49.5%
- HNWI46.12%
- Individuals4.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brennan Asset Management operates as an LLC that functions primarily as a hedge-fund style advisor serving both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses and manages pooled investment vehicles. Its fee structure includes asset-based fees plus performance-based compensation. Brennan is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1
Patrick Brennan
Founder and Portfolio ManagerCRD 3103562
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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