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| Branzan Investment Advisors Inc
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|---|---|
| CRD # | 120783 |
| SEC # | 801-66261 |
| CIK # | |
| AUM | $100.1 MM (2023-03-29) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 303-292-9224 |
| Address | 10288 W Chatfield Ave, Ste 300 Littleton, CO 80127 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Branzan Energy Income Fund II LLLP | [2019-03-27] | 6.2 | 12.0 |
| Other | Branzan Energy Income Fund LLLP | [2015-04-01] | 4.3 | 3.4 |
| Other | Branzan Alternative Investment Fund LLLP | 2012-03-29 | 76.4 | |
| Other | Branzan Alternative Opportunities Fund LLLP | [2012-03-29] | 14.6 | 7.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 91.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 100.1 |
| By Discretionary | ||
| Discretionary | 3 | 91.8 |
| Non-Discretionary | 2 | 8.3 |
| Total | 5 | 100.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.1 | |
| Total | 5 | 100.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| John Brant Jr | 4 | ||
| John Brant | 3 | ||
| Thomas Zanecchia | 3 | ||
| Branzan Investment Advisors Inc | 3 | ||
| Charles Brant | 2 | ||
| John Jr Brant | 1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Branzan Investment Advisors Inc
✚
|
CO | 0.1 |
|
Wealth Management Consultants Inc
✚
|
CO | 0.0 |
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