BRIO CAPITAL MANAGEMENT LLC

Overview

Brio Capital Management LLC is a small, private investment adviser that operates primarily as manager of pooled vehicles rather than as a traditional retail wealth manager. The firm, which registered with the SEC in 2014, concentrates its activity on privately offered funds — most prominently a hedge fund vehicle and a separate private equity vehicle. That asset mix indicates a focus on active, manager-driven strategies rather than model-based, passive allocation for individual advisory accounts. The firm is structured as a limited liability company under individual ownership. Public filings show no reported retail client relationships, which positions the firm as primarily a sponsor and manager of alternative investment funds. Brio does not present itself as an ESG-focused allocator in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices