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Brazen Capital, LLC

Brazen Capital, LLC. CRD 300746

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CRD: 300746

Brazen Capital, LLC

NEW York, NY, 10005
9178477662
www.brazencap.com
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
PeakDelta frontier +more
Established Date
06-03-2019
Office Locations
1

Office Locations

99 Wall Street, Suite 1701 NEW York NY

About Brazen Capital, LLC

Brazen Capital, LLC is a New York-based investment advisory serving retail clients with portfolio construction and planning services, including insurance and estate planning support. The firm emphasizes asset allocation and risk management, with portfolios largely implemented using ETFs alongside cash and investment-grade corporate bonds. Brazen also publishes regular market commentary and performance updates (The Market Pulse and the Brazen Investment Series).

Team overview

-- AVG AGE
$6.2M AVG AUM / ADVISOR
$94.7K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Catalyst Delta signal Horizon Quantum pioneer Zenith Unison Ember Element eagle Meridian pathway Vertex pathway

Custodian

Bridge crest Vector Oak Ember bridge Eagle Horizon

Investment Themes

Frontier quantum Momentum pathway Eagle value Glacier pathway

Investment Vehicles

Vector catalyst Catalyst meridian

Services

Zenith foundation Alpha ridge

Technology

Eagle horizon Bridge delta Delta Harbor Catalyst

Owner & Executives

LEONARDO PINHEIRO CARDOSO

LEONARDO PINHEIRO CARDOSO

Analyst

CRD
#5068205
Ownership
75% or more
(772) 624-4853
crest.eagle@unisoncapital.com
in linkedin.com/in/capital-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,154,873 --
Non-Discretionary $0 --
Total $6,154,873 --

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Separately Managed Accounts

Total SMA Asset: $6,154,873

$6.2M Total SMA
Equity - Exchange:
17.3%
Cash:
30.1%
Corporate - Investment Grade:
15.1%
U.S. Government/Agency:
37.5%
Asset class Assets Assets %
Equity - Exchange $1,354,191,545 17.3%
Cash $2,356,136,734 30.1%
Corporate - Investment Grade $1,181,982,216 15.1%
U.S. Government/Agency $2,935,386,297 37.5%
Total $7,827,696,792 100.0%

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