BREVET CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.6B
Discretionary
$1.9B
73% of AUM
Avg account
$98.7M
Accounts
26
Employees
37
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
151672
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles93.22%
  • Corporations / Businesses6.76%
  • HNWI0.02%
  • Charitable Organizations0.01%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brevet Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company and active since 2012. The firm operates as a multifaceted manager with principal activity across hedge funds and private equity, serving primarily institutional clients. Its business model combines portfolio management for individuals and small businesses with management of pooled vehicles and institutional mandates. Brevet charges both a percentage-of-assets fee and performance-based fees, and it acts as sponsor, general partner, and managing member for pooled investment vehicles it advises. Investment preferences lean toward active, manager-driven strategies rather than passive beta exposure. The firm does not position itself as an ESG investor and does not operate as a multi-state adviser. It is not structured as a capital allocator; instead, it builds and manages its own pooled funds while also allocating to external managers in select alternative asset categories.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 61%, Cash & Cash Equivalents 39%61%
  • Other61%
  • Cash & Cash Equivalents39%

Owners & executives

3 of 3
  • DOUGLAS MONTICCIOLO

    CEOCRD 1819692

  • MEI-LI DA SILVA VINT

    Chief Commercial OfficerCRD 6042401

  • Vangelis Christodoulou

    Chief Financial OfficerCRD 7395476

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
441 9th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth