Advisor at Brennan Asset Management
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Firm
Brennan Asset Management
Location
Napa, CA
Credentials
CFA®, Series 63
Industry experience
12 years
Patrick Brennan is the sole advisor at Brennan Asset Management in Napa, CA. He holds the CFA® designation and Series 63 license, with 12 years of industry experience. He has led Brennan Asset Management since 2015. Brennan Asset Management provides discretionary investment supervisory services to a select group of individual and institutional clients, focusing on client-specific investment policy statements and concentrated equity portfolios. The firm uses a bottom-up, fundamental research process and combines retail advisory services with active management of private funds and pooled investment vehicles.
Based on Brennan Asset Management
1.00% annually
Emerald Fund: up to 30% of net profits; Brennan Opportunities Fund (BOF): up to 25% of net profits, both subject to certain capital return requirements and negotiable
Account minimum: $1,000,000
Napa, CA
California
Brennan Asset Management
2015 - Present (11 years)
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