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| Branzan Investment Advisors Inc
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| |
|---|---|
| CRD # | 120783 |
| SEC # | 801-66261 |
| CIK # | |
| AUM | $102.2 MM (2024-07-09) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 303-292-9224 |
| Address | 10288 W Chatfield Ave Littleton, CO 80127 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Branzan Energy Income Fund III LLLP | [2024-05-03] | 4.2 | 4.2 |
| Other | Branzan Energy Income Fund II LLLP | [2019-03-27] | 6.2 | 12.5 |
| Other | Branzan Energy Income Fund LLLP | [2015-04-01] | 4.3 | 2.9 |
| Other | Branzan Alternative Investment Fund LLLP | 2012-03-29 | 73.5 | |
| Other | Branzan Alternative Opportunities Fund LLLP | [2012-03-29] | 14.6 | 7.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 93.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 9.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 102.2 |
| By Discretionary | ||
| Discretionary | 6 | 102.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 102.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.2 | |
| Total | 6 | 102.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Brant Jr | 5 | ||
| John Brant | 4 | ||
| Branzan Investment Advisors Inc | 3 | ||
| Thomas Zanecchia | 3 | ||
| Charles Brant | 2 | ||
| Null Branzan Investment Advisors Inc | 1 | ||
| John Jr Brant | 1 | ||
| Null Beif III Slp LLC | 1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Branzan Investment Advisors Inc
✚
|
CO | 0.1 |
|
Wealth Management Consultants Inc
✚
|
CO | 0.0 |
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|---|---|---|
|
Red Crane Wealth Management LLC
✚
|
CA | 0.1 |
|
Camelot Event-Driven Advisors LLC
✚
|
OH | 0.1 |
|
Seacrest Investment Management LLC
✚
|
NY | 0.1 |
|
ACT Capital Management LLC
✚
|
PA | 0.1 |
|
Cardinal Point Capital LLC
✚
|
CA | 0.1 |
|
ABRA Capital Management LP
✚
|
CA | 0.1 |
|
Colrain Capital LLC
✚
|
MA | 0.1 |
|
Bergen Park Capital Management LLC
✚
|
MT | 0.1 |
|
Sun Valley Gold LLC
✚
|
ID | 0.1 |
|
White Rock Capital Management LP
✚
|
TX | 0.1 |