BR CAPITAL

BR CAPITAL ADVISORS LLC Legal Name

Adviser information for BR CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 21 $4.1M
Non-Discretionary 307 $346.3M
Total 328 $350.4M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 199 $89.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 2 $200,921
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 124 $260.3M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 100

Services

Advisory Services Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-119785
SEC ERA File Number 801-119785
SEC CIK Numbers None
SEC CRD Numbers 310003
Legal Entity Identifier None

Principal Office

848 BRICKELL AVENUE
PH-5
MIAMI
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 305-448-0014, Fax: None

Chief Compliance Officer

JUAN CARLOS RIERA
2600 S. DOUGLAS RD.
SUITE 908
CORAL GABLES
FL
United States
Tel: 3054480014
(Full email address available in API data)

Regulatory Contact

PABLO CUEVAS
MANAGING DIRECTOR
AV. ALONSO DE C�RDOVA 2860
OFC 603, VITACURA
SANTIAGO
Chile
Tel: +562-2929-8308
(Full email address available in API data)

Industry Affiliates

BR CAPITAL Other investment adviser, including financial planners
BR CAPITAL Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RIERA, JUAN, CARLOS Individual CHIEF COMPLIANCE OFFICER 09/2020 < 5%
BR CAPITAL LP Foreign Entity MEMBER 08/2020 > 75%
CUADRA COURT, MATIAS, ANTONIO Individual MANAGING PARTNER 08/2020 < 5%
CUEVAS, PABLO, ANTONIO Individual MANAGING DIRECTOR / PRINCIPAL 08/2020 < 5%

No. Employees, Historic

10502020202120222023202420252 on 10/13/20202 on 10/15/20204 on 3/1/20214 on 3/16/20213 on 3/24/20223 on 3/30/20238 on 3/28/2024

RAUM, Historic

400M200M02020202120222023202420250 on 10/13/20200 on 10/15/20200 on 3/1/2021164928649 on 3/16/2021209133622 on 3/24/2022231583964 on 3/30/2023350363711 on 3/28/2024

No. Clients, Historic

40020002020202120222023202420250 on 10/13/20200 on 10/15/20200 on 3/1/2021187 on 3/16/2021267 on 3/24/2022267 on 3/30/2023325 on 3/28/2024