Bretton Capital Management
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 154344
- Registered since
- July 29, 2010
- Website
- brettonfund.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bretton Capital Management is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2010. The firm is owned by an individual and serves institutional clients, charging fees as a percentage of assets under management. Its explicit advisory activity is portfolio management for investment companies. Bretton Capital is not positioned as a capital allocator, does not identify as an ESG investor, and does not operate as a multi-state or newly formed adviser.
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
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 535 Mission St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Wealth Script Advisors
RIASan Francisco, CA
Newport Asia LLC
RIASan Francisco, CA
Double Bay Management & Planning
RIASan Francisco, CA
WE Financial Group
RIASan Francisco, CA
Prospettiva Financial
RIASan Francisco, CA
KB Financial Advisors LLC
RIASan Francisco, CA