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BRETWOOD CAPITAL PARTNERS, LLC
CRD 136628
3340 PEACHTREE RD, NE, SUITE 2615, ALTLANTA, GA, 30326, United States
Phone
404-760-3477
Fax
404-760-3744
Registration
— (—)
Source
State registered
Total AUM
$28.2M
Discretionary AUM
$28.2M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $168K |
| Pooled investment vehicles | 1 | $705K |
| Charitable organizations | 5 | $11.9M |
| State/municipal entities | 1 | $15.5M |
Official SEC filing: View on IAPD