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| Brownlie & Braden Advisors LLC
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|
|---|---|
| CRD # | 288879 |
| SEC # | 801-110796 |
| CIK # | |
| AUM | $312.8 MM (2023-03-31) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 214-219-4650 |
| Address | 2820 Ross Tower Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Bba-Ivyii LP | [2023-03-31] | 0.0 | 22.3 |
| Other | Bba-Mpiv LP | [2023-03-31] | 0.0 | 11.1 |
| Other | Bba-Slxii LP | [2023-03-31] | 0.0 | 50.3 |
| Other | Bba-Cgfiv LP | [2020-11-18] | 22.9 | 27.9 |
| PE | Bba-Coinvest LP | [2020-11-18] | 22.9 | 26.6 |
| Other | Bba-Dofv LP | [2020-11-18] | 23.9 | 23.0 |
| Other | Bba-Fcciii LP | [2020-11-18] | 22.9 | 24.8 |
| PE | RAZ Property Investments Ltd | 2017-08-03 | 5.2 | |
| PE | BKB Capital Ltd | 2017-08-01 | 7.2 | |
| PE | Cotton Creek Investment Company Ltd | 2012-03-29 | 45.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 0.1 |
| (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 | 7 | 0.2 |
| (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 | 25 | 0.3 |
| By Discretionary | ||
| Discretionary | 25 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 25 | 0.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| James Braden | 11 | |||
| Smith Brownlie III | 7 | |||
| Focus Operating LLC | 7 | |||
| Jim Garnett | 7 | |||
| Frederick Wahl Jr | 7 | |||
| Brownlie & Braden Advisors LLC | 7 | |||
| Elizabeth Hatfield | 7 | |||
| Bba-Ivyii GP LLC | 1 | |||
| Bba-Fcciii GP LLC | 1 | |||
| Bba-Dofv GP LLC | 1 | |||
| View All | ||||
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|---|---|---|
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TX | 0.3 |
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McNally Advisors LLC
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Clarity Capital Partners LLC
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LBJ Family Wealth Advisors Ltd
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Adalta Capital Management LLC
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Mainsail Asset Management LLC
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AL | 0.3 |