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Braven Capital LLC (San Francisco)


Braven Capital LLC is an adviser based in San Francisco. It manages $13.75 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.

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Braven Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Braven Capital: assets under management

The assets under management (AUM) of Braven Capital LLC is $13.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Braven Capital LLC for their services and products based on a percentage of assets under management and fixed 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Charles Edmund Peterson Trustee 1 Jul 2001 Other 2878550
Peterson Buan Catherine Trust 1 Jul 2001 Other 4553239

Based in San Francisco

The principal office where Braven Capital LLC performs its advisory services is located at 475 Sansome St Ste 1880, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-395-2870 or by fax 415-291-8257. The normal business hours are 9 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.bravencap.com.


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