Bretwood Capital Partners, LLC

RIASEC Registered

Total AUM

$28.2M

Discretionary

$28.2M

100% of AUM

Avg account

$3.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 136628
Website: bretwoodcapitalpartners.com
Custodians: REGIONS BANK, INTERACTIVE BROKERS LLC, CITIZENS SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government54.8%
Charitable Organizations42.11%
Pooled Investment Vehicles2.5%
HNWI0.59%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bretwood Capital Partners, LLC is a privately held limited liability company operating as an institutional registered investment adviser that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses, and institutions. It is also registered to provide municipal advisory services and is listed as a sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor on its profile.