# Brasada Capital Management, LP

> Brasada Capital Management, LP is an SEC-registered investment advisory firm in Houston, TX, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 147775
- Filed as: BRASADA CAPITAL MANAGEMENT, LP
- Also doing business as: BRASADA CAPITAL MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147775
- AdvisorCensus page: https://advisorcensus.com/firm/brasada-capital-management-lp-houston-tx-147775

## Quick answers

**How is Brasada Capital Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Brasada Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brasada Capital Management, LP located?**
Brasada Capital Management, LP's principal office is in Houston, TX, according to its Form ADV.

**Is Brasada Capital Management, LP registered with the SEC or a state?**
Brasada Capital Management, LP is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 147775.

**How much does Brasada Capital Management, LP manage?**
Brasada Capital Management, LP reports $679,092,660 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (97% discretionary).

**How have Brasada Capital Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Brasada Capital Management, LP: Regulatory assets under management: $597,080,727 in the October 2021 data and $679,092,660 in the October 2026 data, up 14%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brasada Capital Management, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (199); high net worth individuals (182); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Brasada Capital Management, LP use?**
Brasada Capital Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Brasada Capital Management, LP report any disciplinary disclosures?**
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/147775

**What changed in Brasada Capital Management, LP's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $755,435,569 to $679,092,660 (-10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $679,092,660
- Discretionary: $657,385,722
- Non-discretionary: $21,706,938

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 199 | $61,834,171 |
| High net worth individuals | 182 | $570,625,854 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $19,718,184 |
| Other investment advisers | Fewer than 5 | $26,783,531 |
| Corporations or other businesses not listed above | Fewer than 5 | $130,920 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brasadacapital.com
- LinkedIn @brasada-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $597,080,727 | 12 | March 16, 2021 |
| October 2022 | $740,306,932 | 10 | March 9, 2022 |
| October 2023 | $590,755,965 | 12 | April 28, 2023 |
| October 2024 | $754,001,302 | 16 | August 9, 2024 |
| October 2025 | $755,435,569 | 14 | March 4, 2025 |
| October 2026 | $679,092,660 | 14 | February 23, 2026 |

Regulatory assets under management: $597,080,727 in the October 2021 data and $679,092,660 in the October 2026 data, up 14%.
Total employees: 12 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $755,435,569 to $679,092,660 (-10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brasada Capital Management, LP (CRD 147775): Form ADV filing data as of October 2026.