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|
| Keyboard |
| Brackenwood Capital Management LLC
✚
|
|
|---|---|
| CRD # | 135478 |
| SEC # | 801-136277 |
| CIK # | |
| AUM | 126.6 M (2026-05-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 206-446-0157 |
| Address | 175 Parfitt Way SW Bainbridge Island, WA 98110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 30.9 |
| (b) Individuals (high net worth individuals) | 29 | 95.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 126.6 |
| By Discretionary | ||
| Discretionary | 292 | 126.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 292 | 126.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 126.2 | |
| Total | 292 | 126.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Retail |
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|---|---|---|
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Moore Financial Advisors Ltd
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MA | 127.2 M |
|
Impact Fiduciary LLC
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CA | 127.0 M |
|
Ashwood Advisors LLC
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MA | 126.9 M |
|
Carmichael Capital Inc
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|
Artesa Financial Group LLC
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|
Kingwood Investment Group LLC
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TX | 126.5 M |
|
The Advisory Firm
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GA | 126.4 M |
|
Financial Empowerment LLC
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|
Private Wealth Management LLC
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|
126.2 M | |
|
VIP Planners Inc
✚
|
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