A complete list of active advisors currently associated with Brazen Capital, LLC

Warmer can help you find a great advisor at Brazen Capital, LLC or one who fits your needs even better.

Brazen Capital provides discretionary and non‑discretionary investment management and related advisory services to individual investors, families and institutional clients domiciled both within and outside the United States. Its service set includes model‑based strategies (the Brazen Global Beta and Brazen Bold series), custom separately managed accounts, sub‑advisory arrangements, wealth‑planning work and periodic research publications. The firm’s investment approach blends risk‑profile driven, broadly diversified Global Beta models rooted in modern portfolio concepts with more targeted Bold strategies that emphasize rates, credit, currencies (including crypto), alternatives and the selective use of derivatives. Brazen documents client objectives via an Investment Policy Statement and a proprietary Risk Aversion/Tolerance Assessment (RATA) and may implement leverage or borrowing and derivative positions in certain separately managed accounts where appropriate. What is noteworthy relative to many peers is Brazen’s routine publishing and subscription offering — including a quarterly “Navigating Global Financial Markets Report” and a quarterly “Brazen Best and Worst in Class” list — and the firm’s operation of pooled investment vehicles exempt under Section 3(c)(1). The brochure also highlights a material non‑U.S. client base and operational practices that include required execution through Interactive Brokers for its model portfolios and recommendations of custodians such as IBKR or Charles Schwab for custom accounts.

To learn more about the advisors currently working at Brazen Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Leonardo Cardoso profile photo Leonardo Cardoso
New York, NY
15
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