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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRASADA CAPITAL MANAGEMENT, LP

CRD 147775

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9dabc2f8-2115-9247-08e5-1e23adbf778a

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 5
On other graphs: 0
Observed: Mar 27, 2013 to Feb 23, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.07 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $679MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $657M
Private client RAUM: $632MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $84.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 912
Individual clients: 199
High net worth clients: 182
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $19.7M
SEC number: 801-77857
CRD: 147775
Filings on the tape: 26
First filed: Mar 27, 2013
Latest filed: Feb 23, 2026
Organised: Limited Partnership, TX
Website: brasadacapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK EDWARD MCMEANS	Chartered Financial Analyst	HOUSTON, TX	17	34	3	no
JAMES GABRIEL BIRDSALL	n/a	HOUSTON, TX	17	18	n/a	no
HOOMAN AMIRALAI	n/a	HOUSTON, TX	12	12	n/a	no
JONATHAN G REICHEK	Chartered Financial Analyst	Houston, TX	8	18	1	no
David Joseph Shahrestani	Chartered Financial Analyst	HOUSTON, TX	2	10	1	no
Guy Matthew Davis	Chartered Financial Analyst	HOUSTON, TX	2	15	1	no
WILLIAM JAMES PORTER	Certified Financial Planner	HOUSTON, TX	2	12	n/a	no
Nermeen Ruknuddin Dhuca	n/a	HOUSTON, TX	2	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BRASADA LONG-SHORT EQUITY FUND, LP	Hedge Fund	$24.2M	Aug 9, 2024	24	Mar 27, 2013	reported	021-126885
BRASADA ABSOLUTE RETURN FUND, LP	Hedge Fund	$15.7M	Apr 11, 2013	23	Mar 27, 2013	dropped	021-126886

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BIRDSALL, JAMES, GABRIEL	PORTFOLIO MANAGER, LIMITED PARTNER	C	yes	06/2008	Mar 27, 2013	Aug 9, 2024
BIRDSALL, JAMES, GABRIEL	MEMBER AND MANAGER	D	yes	06/2008	Mar 27, 2013	Aug 9, 2024
BRASADA ADVISORS, LLC	GENERAL PARTNER	Na	yes	06/2008	Mar 27, 2013	Aug 9, 2024
MCMEANS, MARK, EDWARD	MEMBER AND MANAGER	D	yes	06/2008	Mar 27, 2013	Aug 9, 2024
MCMEANS, MARK, EDWARD	CEO, LIMITED PARTNER	C	yes	06/2008	Mar 27, 2013	Aug 9, 2024
Grimaldo, Karen	CHIEF COMPLIANCE OFFICER	Na	no	07/2024	Aug 9, 2024	Aug 9, 2024
REICHEK, JONATHAN, G	PORTFOLIO MANAGER, LIMITED PARTNER	B	no	04/2017	Mar 21, 2018	Aug 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRASADA ADVISORS, LLC	n/a	n/a	n/a	Y	yes	n/a
BRASADA CAPITAL PARTNERS, LP	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$679M	$657M	14	10	0	1	n/a
2024	Mar 4, 2025	$755M	$730M	14	10	0	1	n/a
2023	Mar 12, 2024	$691M	$673M	14	10	0	1	$22.0M
2022	Mar 28, 2023	$591M	$575M	12	7	0	1	$23.5M
2021	Mar 9, 2022	$740M	$721M	10	6	0	1	$28.7M
2020	Mar 16, 2021	$597M	$595M	12	7	0	1	$23.5M
2019	Mar 17, 2020	$543M	$543M	12	7	0	1	$22.5M
2018	Mar 13, 2019	$478M	$478M	11	6	0	1	$22.5M
2017	Mar 21, 2018	$463M	$463M	11	6	0	1	$26.5M
2016	Mar 29, 2017	$187M	$187M	6	5	n/a	1	$29.6M
2015	Mar 9, 2016	$178M	$178M	6	5	n/a	1	$29.5M
2014	Mar 26, 2015	$166M	$166M	6	5	n/a	1	$29.9M
2013	Mar 31, 2014	$164M	$164M	6	5	n/a	1	$33.2M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$679M	$755M	-10.1%	$591M	4.8%	14	14	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GCI INVESTORS	2	Oct 30, 2024	Mar 27, 2024	HOUSTON, TX	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (11)

← Nermeen Ruknuddin DhucaAdvisorregistration: current employment
Aug 17, 2024 to presentfactForm ADV
← WILLIAM JAMES PORTERAdvisorregistration: current employment
Jun 17, 2024 to presentfactForm ADV
← Guy Matthew DavisAdvisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV
← David Joseph ShahrestaniAdvisorregistration: current employment
Mar 1, 2024 to presentfactForm ADV
← JONATHAN G REICHEKAdvisorregistration: current employment
Feb 23, 2018 to presentfactForm ADV
← HOOMAN AMIRALAIAdvisorregistration: current employment
Oct 18, 2013 to presentfactForm ADV
← MARK EDWARD MCMEANSAdvisorregistration: current employment
Oct 31, 2008 to presentfactForm ADV
← JAMES GABRIEL BIRDSALLAdvisorregistration: current employment
Oct 31, 2008 to presentfactForm ADV
← Thomas Clay HatfieldAdvisorregistration: previous registration
Jan 23, 2023 to Jul 31, 2024factForm ADV
← SHANNON ERIKA TRUMANAdvisorregistration: previous registration
Sep 5, 2018 to Mar 27, 2024factForm ADV
← ROBERT CHARLES LESLIEAdvisorregistration: previous registration
Oct 31, 2008 to Jul 1, 2013factForm ADV

Advises (2)

→ BRASADA LONG-SHORT EQUITY FUND, LPPrivate fundHedge Fund, IA
Mar 27, 2013 to presentfactForm ADV
→ BRASADA ABSOLUTE RETURN FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 27, 2013 to Apr 11, 2013factForm ADV

Controls (3)

← MCMEANS, MARK, EDWARDOwnerMEMBER AND MANAGER, ownership code D, individual
Mar 27, 2013 to Aug 9, 2024factForm ADV
← BIRDSALL, JAMES, GABRIELOwnerMEMBER AND MANAGER, ownership code D, individual
Mar 27, 2013 to Aug 9, 2024factForm ADV
← BRASADA ADVISORS, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 27, 2013 to Aug 9, 2024factForm ADV

Owns (2)

← REICHEK, JONATHAN, GOwnerPORTFOLIO MANAGER, LIMITED PARTNER, ownership code B, individual
Mar 21, 2018 to Aug 9, 2024factForm ADV
← Grimaldo, KarenOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 9, 2024 to Aug 9, 2024factForm ADV

Moved with (1)

← GCI INVESTORSRegistered adviser2 advisors, team lift out, same day
Oct 30, 2024 to Mar 27, 2024factForm ADV

Dated events

Occurred
Oct 30, 2024
Team lift-out
2 advisors left Gci Investors (Houston, TX) for Brasada Capital Management, LP on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jul 31, 2024
Advisor changed firm
Thomas Clay Hatfield left Brasada Capital Management, Lp for Lbmc Investment Advisors, Llc (registered 2024-08-09)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Advisor changed firm
Shannon Erika Truman left Brasada Capital Management, Lp for Homestead Advisers Corp. (registered 2024-12-10)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2018
Regulatory AUM changed
Brasada Capital Management, Lp reported RAUM $462.9M, up 148% from $187.0M (2017-05-10 to 2018-03-21)
Form ADVobserved 5 days ago
$276M
Occurred
Mar 27, 2013
First Form ADV filing
Brasada Capital Management, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9dabc2f8-2115-9247-08e5-1e23adbf778a
First observed: Mar 27, 2013
Last observed: Feb 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRASADA CAPITAL MANAGEMENT, LP

CRD 147775

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9dabc2f8-2115-9247-08e5-1e23adbf778a

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK EDWARD MCMEANS

Chartered Financial Analyst

HOUSTON, TX

JAMES GABRIEL BIRDSALL

n/a

HOUSTON, TX

n/a

HOOMAN AMIRALAI

n/a

HOUSTON, TX

n/a

JONATHAN G REICHEK

Chartered Financial Analyst

Houston, TX

David Joseph Shahrestani

Chartered Financial Analyst

HOUSTON, TX

Guy Matthew Davis

Chartered Financial Analyst

HOUSTON, TX

WILLIAM JAMES PORTER

Certified Financial Planner

HOUSTON, TX

n/a

Nermeen Ruknuddin Dhuca

n/a

HOUSTON, TX

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BRASADA LONG-SHORT EQUITY FUND, LP

Hedge Fund

$24.2M

Aug 9, 2024

Mar 27, 2013

reported

021-126885

BRASADA ABSOLUTE RETURN FUND, LP

Hedge Fund

$15.7M

Apr 11, 2013

Mar 27, 2013

dropped

021-126886

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BIRDSALL, JAMES, GABRIEL

PORTFOLIO MANAGER, LIMITED PARTNER

yes

06/2008

Mar 27, 2013

Aug 9, 2024

BIRDSALL, JAMES, GABRIEL

MEMBER AND MANAGER

yes

06/2008

Mar 27, 2013

Aug 9, 2024

BRASADA ADVISORS, LLC

GENERAL PARTNER

yes

06/2008

Mar 27, 2013

Aug 9, 2024

MCMEANS, MARK, EDWARD

MEMBER AND MANAGER

yes

06/2008

Mar 27, 2013

Aug 9, 2024

MCMEANS, MARK, EDWARD

CEO, LIMITED PARTNER

yes

06/2008

Mar 27, 2013

Aug 9, 2024

Grimaldo, Karen

CHIEF COMPLIANCE OFFICER

07/2024

Aug 9, 2024

REICHEK, JONATHAN, G

PORTFOLIO MANAGER, LIMITED PARTNER

04/2017

Mar 21, 2018

Aug 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRASADA ADVISORS, LLC

n/a

yes

n/a

BRASADA CAPITAL PARTNERS, LP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$679M

$657M

n/a

2024

Mar 4, 2025

$755M

$730M

n/a

2023

Mar 12, 2024

$691M

$673M

$22.0M

2022

Mar 28, 2023

$591M

$575M

$23.5M

2021

Mar 9, 2022

$740M

$721M

$28.7M

2020

Mar 16, 2021

$597M

$595M

$23.5M

2019

Mar 17, 2020

$543M

$22.5M

2018

Mar 13, 2019

$478M

$22.5M

2017

Mar 21, 2018

$463M

$26.5M

2016

Mar 29, 2017

$187M

n/a

$29.6M

2015

Mar 9, 2016

$178M

n/a

$29.5M

2014

Mar 26, 2015

$166M

n/a

$29.9M

2013

Mar 31, 2014

$164M

n/a

$33.2M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$679M

$755M

-10.1%

$591M

4.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GCI INVESTORS

Oct 30, 2024

Mar 27, 2024

HOUSTON, TX

Team lift out

RIA to RIA

100.0%