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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Raphael Debalmann
Portfolio ManagerCRD 2761844

Stephen Dodson
President and Portfolio ManagerCRD 3261777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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