Brizo Capital, Lp

750 LEXINGTON AVENUE, New York, New York 10022

SEC CRD#298102
Last ADV filed: 05/29/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.00%of assets under management

Detailed Fee Schedule

Brizo shall be paid quarterly 7 a fee of up to one quarter of an annual rate of 1.00% as further described in the SMA Agreement, based on the asset value of the SMA less the value of any SMA assets invested in the Fund (the “Account Carve Out”) (as further described below) and after

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMPerformance-based fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Brizo Capital, Lp — Fiduciary Advisor Profile | FiduciaryListings