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David Joseph Shahrestani

Brasada Capital Management, LP

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About David Joseph Shahrestani

David Joseph Shahrestani is a financial advisor in Houston, TX, registered with Brasada Capital Management, LP. David has been in the industry since 2014. David holds a Chartered Financial Analyst designation. David has specializations in Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

Firm Information

David Shahrestani is currently registered with Brasada Capital Management, LP. Brasada Capital Management, LP is an investment adviser registered with the SEC and based in Houston, Texas. The firm provides portfolio management for individuals and pooled investment vehicles, as well as non-discretionary model advice. They manage over $754 million in assets for a variety of clients, including high-net-worth individuals, other investment advisers, and pooled investment vehicles.
Brasada Capital Management, LP

3200 SOUTHWEST FREEWAY

HOUSTON, TX 77027

$754.00M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary model advice

Non-discretionary model advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Shahrestani’s Registration & Firm History

TX

03/01/2024 - Present

Brasada Capital Management, LP (HOUSTON TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Joseph Shahrestani.
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