# Bretwood Capital Partners, LLC

> 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.

- CRD: 136628
- Filed as: BRETWOOD CAPITAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Altlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136628
- AdvisorCensus page: https://advisorcensus.com/firm/bretwood-capital-partners-llc-altlanta-ga-136628

## Quick answers

**How is Bretwood Capital Partners, LLC compensated?**
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.

**Where is Bretwood Capital Partners, LLC located?**
Bretwood Capital Partners, LLC's principal office is in Altlanta, GA, according to its Form ADV.

**Is Bretwood Capital Partners, LLC registered with the SEC or a state?**
Bretwood Capital Partners, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 136628.

**How much does Bretwood Capital Partners, LLC manage?**
Bretwood Capital Partners, LLC reports $28,239,162 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Bretwood Capital Partners, LLC serve?**
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).

**Does Bretwood Capital Partners, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,239,162
- Discretionary: $28,239,162
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $167,972 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $705,286 |
| Charitable organizations | 5 | $11,890,665 |
| State or municipal government entities (including government pension plans) | 1 | $15,475,239 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2011 (15 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bretwood Capital Partners, LLC (CRD 136628): Form ADV filing data as of October 2026.