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BRISBOIS CAPITAL MANAGEMENT LLC
CRD 133115
11 MIDDLESEX AVE, SUITE 1, WILMINGTON, MA, 01887, United States
Phone
888-680-6886
Fax
888-680-6886
Registration
— (—)
Source
State registered
Total AUM
$97.7M
Discretionary AUM
$97.7M
Team
5 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $34.3M |
| High net worth individuals | 83 | $63.0M |
| Charitable organizations | 1 | $450K |
All web addresses on file
Official SEC filing: View on IAPD