{
  "crd_number": 136628,
  "slug": "bretwood-capital-partners-llc-altlanta-ga-136628",
  "primary_business_name": "BRETWOOD CAPITAL PARTNERS, LLC",
  "legal_name": "BRETWOOD CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Altlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-09-06",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 28239162.0,
  "raum_discretionary": 28239162.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 11890665.0,
      "count": 5
    },
    "state_municipal": {
      "raum": 15475239.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 167972.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 705286.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "GA",
    "MO"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136628",
  "city_as_filed": "ALTLANTA",
  "url": "https://advisorcensus.com/firm/bretwood-capital-partners-llc-altlanta-ga-136628",
  "display_name": "Bretwood Capital Partners, LLC",
  "summary": "Bretwood Capital Partners, LLC is a state-registered investment advisory firm in Altlanta, GA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Bretwood Capital Partners, LLC (CRD 136628): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bretwood Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bretwood Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bretwood Capital Partners, LLC located?",
      "a": "Bretwood Capital Partners, LLC's principal office is in Altlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Bretwood Capital Partners, LLC registered with the SEC or a state?",
      "a": "Bretwood Capital Partners, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 136628."
    },
    {
      "q": "How much does Bretwood Capital Partners, LLC manage?",
      "a": "Bretwood Capital Partners, LLC reports $28,239,162 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Bretwood Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (5); high net worth individuals (1); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Bretwood Capital Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136628"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bretwood-capital-partners-llc-altlanta-ga-136628.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 167972.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 705286.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 11890665.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 15475239.0
    }
  ],
  "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/136628",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}