BC
Bretton Capital Management Llc
SEC-registered
Mutual Fund / Asset Manager · Small ($100M–$1B)
CRD 154344
· SEC file 801-71709
· San Francisco, CA
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $123M
- Discretionary
- $123M
- Clients
- 1
- Avg AUM / client
- $123M
- Accounts
- 1
- Employees
- 2
AUM over time
$2.8M
$123M
Feb 27, 2012
Mar 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $123M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dodson, Stephen, Jerome | Managing Member And Chief Compliance Officer | Jan 2010 (17y) | 50% – 75% | |
| Debalmann, Raphael, Lucien | Member And Portfolio Manager | Apr 2015 (11y) | 50% – 75% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 849 KB | 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗