Brasada Capital Management, Lp
- Regulatory AUM
- $679M
- Discretionary
- $657M
- Clients
- 382
- Avg AUM / client
- $1.8M
- Accounts
- 912
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 199 | $61.8M | 9.11% |
| High net worth individuals | 182 | $571M | 84.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $19.7M | 2.9% |
| Other investment advisers | Fewer than 5 clients | $26.8M | 3.94% |
| Corporations and other businesses | Fewer than 5 clients | $131K | 0.02% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $24.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Brasada Long Short Equity Fund, Lp | Hedge Fund | Texas | $24.2M | 24 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Gabriel Birdsall | Portfolio Manager, Limited Partner | Jun 2008 (18y) | ≈ 0% – 3.75% via Brasada Advisors, Llc | |
| Mark Edward Mcmeans | Ceo, Limited Partner | CFA | Jun 2008 (18y) | ≈ 0% – 3.75% via Brasada Advisors, Llc |
| Jonathan G Reichek | Portfolio Manager, Limited Partner | CFA | Apr 2017 (9y) | 10% – 25% |
| Grimaldo, Karen | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Hooman Amiralai | Registered representative | Oct 2013 (13y) | ||
| David Joseph Shahrestani | Registered representative | CFA | Mar 2024 (2y) | |
| Guy Matthew Davis | Registered representative | CFA | Mar 2024 (2y) | |
| William James Porter | Registered representative | CFP | Jun 2024 (2y) | |
| Nermeen Ruknuddin Dhuca | Registered representative | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brasada Advisors, Llc | General Partner | Jun 2008 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Gabriel Birdsall: 50% – 75% of Brasada Advisors, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Mark Edward Mcmeans: 50% – 75% of Brasada Advisors, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $24.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Brasada Long Short Equity Fund, Lp | Hedge Fund | $24.2M | $150K | 24 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $633M (93% of AUM) Feb 2026
- Fidelity Investments $38.3M (7% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗