Brinker Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brinker Asset Management is an investment manager that primarily serves pooled vehicles and institutional clients while also noting a role with high‑net‑worth individuals. Its Form ADV describes the firm’s provision of investment management and advisory services and indicates it uses a percentage‑of‑AUM fee model common in the category.
The firm reports that a substantial portion of its assets are managed on a non‑discretionary basis, so Brinker typically provides recommendations while clients or governing bodies retain final trading authority. The brochure also addresses topics such as performance‑based fees and side‑by‑side management and outlines the firm’s methods of analysis and risk considerations.
Distinctive features in the ADV include a relatively small reported AUM (about $356,000) and no listed advisory personnel, which is atypical for investment managers of this type. Combined with the uncommon mix of primarily non‑discretionary mandates and service to high‑net‑worth individuals alongside pooled/institutional work, the firm’s operating profile differs from most peers.
Client services
Fee options
Account minimum: Information not provided in the brochure
Main office
Tetonia ID
Advisors at this office
1
Most active in
California · Nevada
Also doing business as
Brinker Asset Management · New York Las Vegas, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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