BRENNAN CAPITAL MANAGEMENT LLC

Overview

Brennan Capital Management LLC is an independent, owner-managed registered investment adviser that works primarily with individual and family clients. The firm offers financial planning and portfolio management services for individuals, small businesses and institutions, and also provides pension consulting, adviser selection and educational workshops. Fee arrangements include percentage-of-assets, hourly and fixed fees, giving flexibility for both ongoing wealth management and project-based engagements. Investment activity centers on equity exposure—exchange-traded equities are the dominant asset class in client portfolios—but the firm also acts as a capital allocator into third‑party alternative managers across private equity, venture capital, hedge funds and real estate. The combination of core public-market equity positions and allocations to external alternative fund managers suggests a blended approach: liquid equity positions for day‑to‑day portfolio construction and liquid needs, with selected illiquid or semi‑liquid alternative commitments layered in for return enhancement and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices