Brz Capital Management LLC is a large advisory firm based in Aventura. It manages $487.76 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Florida.
Brz Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brz Capital Management LLC is $487.76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brz Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Brz Capital Management LLC performs its advisory services is located at 20801 Biscayne Blvd, Aventura, FL 33180 The mailing address of the firm is P.O. Box 310366, Miami, FL 33231. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 786-307-1015. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at brzcapm.com.