BRASADA CAPITAL MANAGEMENT, LP

CRD 147775File 801-77857

APPROVED

Retail clients

Custody

Filing as of Feb 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$679.1M

Above cohort median (national)

Discretionary AUM

$657.4M

Non-discretionary $21.7M

Clients

382

912 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: FWRO
Registration date: Apr 12, 2013
Principal office: 3200 SOUTHWEST FREEWAY, SUITE 2160, HOUSTON, TX, 77027
Phone: 713-630-8390
Website: HTTP://WWW.BRASADACAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $679.1M
Discretionary AUM: $657.4M
Non-discretionary AUM: $21.7M
Discretionary accounts: 898
Non-discretionary accounts: 14
Total accounts: 912
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$131K
Other investment advisers	Fewer than 5	$26.8M
High net worth individuals	182	$570.6M
Pooled investment vehicles	1	$19.7M
Individuals (other than high net worth individuals)	199	$61.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.