{
  "crd_number": 326536,
  "slug": "bracco-asset-management-purchase-ny-326536",
  "primary_business_name": "BRACCO ASSET MANAGEMENT",
  "legal_name": "BRACCO ASSET MANAGEMENT, LP",
  "dbas": [],
  "city": "Purchase",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-15",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 446023004.0,
  "raum_discretionary": 446023004.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 446023004.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://braccoam.com",
    "https://linkedin.com/company/bracco-asset-management-lp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326536",
  "city_as_filed": "PURCHASE",
  "url": "https://advisorcensus.com/firm/bracco-asset-management-purchase-ny-326536",
  "display_name": "Bracco Asset Management",
  "summary": "Bracco Asset Management is an SEC-registered investment advisory firm in Purchase, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Bracco Asset Management (CRD 326536): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Bracco Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bracco Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Bracco Asset Management located?",
      "a": "Bracco Asset Management's principal office is in Purchase, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bracco Asset Management registered with the SEC or a state?",
      "a": "Bracco Asset Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326536."
    },
    {
      "q": "How much does Bracco Asset Management manage?",
      "a": "Bracco Asset Management reports $446,023,004 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bracco Asset Management's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Bracco Asset Management: Regulatory assets under management: $243,272,307 in the October 2023 data and $446,023,004 in the October 2026 data, up 83%. Total employees: 6 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bracco Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Does Bracco Asset Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326536"
    },
    {
      "q": "What changed in Bracco Asset Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $355,194,275 to $446,023,004 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 243272307.0,
      "total_employees": 6,
      "filing_date": "2023-08-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 276179004.0,
      "total_employees": 7,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 355194275.0,
      "total_employees": 7,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 446023004.0,
      "total_employees": 7,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $355,194,275 to $446,023,004 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bracco-asset-management-purchase-ny-326536.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 446023004.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326536",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
