BRISBOIS CAPITAL MANAGEMENT LLC

Overview

Brisbois Capital Management LLC operates as an independent RIA organized as an LLC and serves both individual/family and institutional clients. The firm runs fully discretionary portfolios totaling $97.7M and shows a clear preference for pooled public products — mutual funds and ETFs — as the primary building blocks of client portfolios. Investment activity centers on manager-driven allocations rather than concentrated, single-stock strategies; the firm appears to rely on third‑party fund managers to implement core equity and fixed‑income exposures while using tactical allocations where appropriate. The business mixes advisory services with broker-dealer, insurance and accounting activity, which enables the firm to deliver integrated planning, portfolio management and product distribution. Advisory services explicitly include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, publication of periodic materials and educational seminars. Fee arrangements are flexible: percentage of AUM, hourly, fixed fees and commissions are all used depending on client engagement. Brisbois Capital Management is not an active ESG investor and is classified as a single-state, independent adviser rather than part of a larger capital allocator network. The firm’s public-product focus and multi-fee structure suggest an emphasis on accessible, manager-led solutions for a mixed client base rather than bespoke alternative-heavy strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices