BRETWOOD CAPITAL PARTNERS, LLC

Overview

Bretwood Capital Partners, LLC is a small, fee-based investment adviser organized as a limited liability company that serves both high-net-worth individuals and institutional clients. The firm bills on a percentage-of-AUM basis and provides discretionary portfolio management for individuals, small businesses and institutional entities. It also operates as a registered municipal advisor and has roles as sponsor, general partner or managing member of pooled investment vehicles—indicating occasional involvement in structuring or advising on private pooled investments. Investment activity is concentrated in publicly traded equities and exchange-traded products, with a clear preference for liquid, tradable instruments. The firm does not position itself as an active ESG investor. Given the custody relationships and the use of Interactive Brokers, the team appears to combine a private-banking custody model with brokerage access that supports more active trading and portfolio execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices