Bretton Capital Management

RIASEC RegisteredEst. 2010
Total AUM
$123M
Discretionary
$123M
100% of AUM
Avg account
$123M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
154344
Registered since
July 29, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bretton Capital Management is an institutional registered investment advisor organized as an LLC and operating since 2010. The firm serves institutional clients and bills on a percentage-of-AUM basis. Its stated advisory activity is portfolio management for investment companies, indicating it manages pooled or institutional vehicles rather than primarily servicing individual retail households. Bretton is not active on ESG investing, does not identify as a multistate adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Raphael Debalmann

    Raphael Debalmann

    Portfolio ManagerCRD 2761844

  • Stephen Dodson

    Stephen Dodson

    President and Portfolio ManagerCRD 3261777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth