linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Gabriel Birdsall

Brasada Capital Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Gabriel Birdsall

James Birdsall is a registered Investment Advisor Representative in Texas. James has been in the financial services industry since 1995. James currently works for Brasada Capital Management, LP, where James has been employed since March of 2008. James has previously worked for A I M Distributors, INC. in Houston, Texas. James holds a Series 6 and a Series 65 license.

Firm Information

James Birdsall 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Birdsall’s Registration & Firm History

TX

10/31/2008 - Present

Brasada Capital Management, LP (HOUSTON TX)

TX

02/04/1999 - 02/07/2008

A I M DISTRIBUTORS, INC. (HOUSTON TX)

NA

08/02/1995 - 10/01/1998

A I M DISTRIBUTORS, INC.

Not sure if James Gabriel Birdsall is right for you?

Licenses & Designations

IA

Issued 07/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Gabriel Birdsall.
Not sure if James Gabriel Birdsall is right for you?