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James Gabriel Birdsall

BRASADA CAPITAL MANAGEMENT, LP·HOUSTON, Texas
Series 6, Series 65Clean record17 years registeredBRASADA CAPITAL MANAGEMENT, LP
3200 SOUTHWEST FREEWAY, HOUSTON, TX 77027CRD# 2634921Firm CRD# 147775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Gabriel Birdsall · HOUSTON, TX
Registration
CRD #2634921 · BRASADA CAPITAL MANAGEMENT, LP · 17 years registered
Brand Profile
Not yet started
01

Career History

BRASADA CAPITAL MANAGEMENT, LP
Oct 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · October 31, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRASADA CAPITAL MANAGEMENT, LP
CRD 147775 · SEC 801-77857
AUM
$754M
Regulatory assets under management
Employees
16
933 client accounts
Services offered by BRASADA CAPITAL MANAGEMENT, LP
Per Form ADV
Portfolio management (individuals)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BRASADA CAPITAL MANAGEMENT, LP →
Introduction

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05

Frequently Asked Questions

What services does James Gabriel Birdsall offer?
James Gabriel Birdsall specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are James Gabriel Birdsall's credentials?
James Gabriel Birdsall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gabriel Birdsall located?
James Gabriel Birdsall is based in HOUSTON, Texas, working with BRASADA CAPITAL MANAGEMENT, LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does James Gabriel Birdsall charge for services?
James Gabriel Birdsall's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRASADA CAPITAL MANAGEMENT, LP?
BRASADA CAPITAL MANAGEMENT, LP has approximately 16 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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