← Directory
BRASADA CAPITAL MANAGEMENT, LP
CRD 147775File 801-77857
APPROVED
Retail clients
Custody
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$679.1M
Above cohort median (national)
Discretionary AUM
$657.4M
Non-discretionary $21.7M
Clients
382
912 accounts
Employees
14
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 397 | 382 | decreased by15 |
| Mar 1, 2026 | AUM | $755,435,569 | $679,092,660 | decreased by$76,342,909 |
| Mar 1, 2026 | Accounts | 917 | 912 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 14 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 350 | 397 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $740,306,932 | $755,435,569 | increased by$15,128,637 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 350 | 917 | increased by567 |
| Apr 1, 2022 | Employees | 12 | 10 | decreased by2 |
| Apr 1, 2022 | Clients | 333 | 350 | increased by17 |
| Apr 1, 2022 | AUM | $597,080,727 | $740,306,932 | increased by$143,226,205 |
| Apr 1, 2022 | Accounts | 333 | 350 | increased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRASADA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRASADA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.