Breeco Management, L.P. (Houston)

Breeco Management, L.P. is a large advisory firm based in Houston. It manages $150.67 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Louisiana, New York, Texas, and Vermont.

Breeco Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Breeco Management: assets under management

The assets under management (AUM) of Breeco Management, L.P. is $150.67 million. The firm's AUM has grown by 256% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $125.53 million in discretionary accounts and $25.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.59 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Breeco Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Breeco Management, L.P.

Jean Malo has served as the Chief Investment Officer since 1 Dec 2002. Greg P. Mount joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Houston

The principal office where Breeco Management, L.P. performs its advisory services is located at 4400 Post Oak Parkway, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-223-9300 or by fax 713-223-0773. The normal business hours are 8:30 - 5:00 on Monday - Friday.

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