Brainard Capital Management LLC

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Brainard Capital Management LLC - overview

Established

2004

Location

Austin, TX, US

Primary Industry

Financial Services

About

Based in Texas, US, and founded in 2004 by Owen Brainard, Brainard Capital Management LLC, a. k. a. Brainard Capital is an investment advisory company that intends to provide investment solutions and advice to a select group of high-net-worth and family office clients.


In May 2023, Pathstone Family Office LLC, a portfolio company of Lovell Minnick Partners, agreed to acquire Brainard Capital Management The company provides a wide range of investment-related solutions, including investment policy development, manager due diligence/search, multi-custodial reporting, custody services, trust and family limited partnership asset management, views on strategic vs. tactical allocation, and more for multiple investment opportunities, such as Equity and Fixed Income Portfolio Management, lending, and credit services, proprietary equity portfolio trading, restricted securities and control stock management, short term cash management, and more.


Current Investors

Pathstone Family Office, LLC

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking, Financial Services

Website

www.brainardcapital.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Brainard Capital Management LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedBrainard Capital Management LLC-

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