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- Custodian
- Charles Schwab & Company ยท Jefferies
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2008
- Office Locations
- 1
Office Locations
About Brasada Capital Management, LP
Brasada Capital Management is a Houston-based wealth manager and investment advisor serving multi-generational families and high-earning professionals (energy, medical, executives, and business owners). The team builds customized, research-intensive portfolios using thesis-driven, concentrated exposure to high-quality businesses with tax-aware implementation, supplemented by ETFs and fixed income as appropriate. Advisors invest alongside clients and publish quarterly market insights.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES GABRIEL BIRDSALL
Limited Partner, Portfolio Manager
- CRD
- #2634921
- Ownership
- 25% but less than 50%
MARK EDWARD MCMEANS
Chief Executive Officer, Limited Partner, Partner
- CRD
- #2244625
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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HOOMAN AMIRALAI
Investment Advisor
- CRD
- #6206145
Guy Matthew Davis
Portfolio Manager
- CRD
- #6923286
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $657,385,722 | $732,055 |
| Non-Discretionary | $21,706,938 | $1,550,496 |
| Total | $679,092,660 | $744,619 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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