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- Custodian
- Charles Schwab & Company · Cibc Mellon · Deutsche Bank · Interactive Brokers · Jefferies
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-2015
- Office Locations
- 1
Office Locations
About Brennan Asset Management
Brennan Asset Management (BAM) is a Napa, CA registered investment adviser founded in 2015 by Patrick Brennan. The firm runs concentrated 12-20 stock value portfolios built from bottom-up research, typically with a 3-5 year horizon and willingness to hold cash when opportunities are scarce. Brennan invests the bulk of his liquid net worth alongside clients and serves retail and institutional investors.
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Owner & Executives
PATRICK THOMAS BRENNAN
Chief Compliance Officer, Founder, Portfolio Manager, President
- CRD
- #3103562
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,698,910 | -- |
| Non-Discretionary | $1,213,317 | -- |
| Total | $50,912,227 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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