Brizo Capital, Lp
- Regulatory AUM
- $294M
- Discretionary
- $294M
- Clients
- 1
- Avg AUM / client
- $294M
- Accounts
- 3
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $176M | 59.8% |
| Corporations and other businesses | Fewer than 5 clients | $118M | 40.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $121M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Brizo Partners, Lp | Hedge Fund | Delaware | $121M | 26 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Isaac, Benjamin, Irving | Cco & Cio | May 2018 (8y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brizo Capital Holdings, Llc | General Partner | May 2018 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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, $121M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Brizo Partners, Lp | Hedge Fund | $121M | $2.0M | 26 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Deutsche Bank Securities Inc. $80.9M (27% of AUM) Mar 2026
- Auerbach Grayson & Company Llc $13.3M (11% of AUM) Feb 2019
- Pershing $11.5M (6% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗