Hedge Fund - Brasada Capital Management

Mark E. Mcmeans Bio, Returns, AUM, Net Worth

Brasada Capital Management stands as a premier hedge fund manager headquartered in Houston, Texas. Established in June 2008 by industry veterans Mark Edward McMeans and James Gabriel Birdsall, both esteemed former senior managers with a rich history of collaboration at Invesco (formerly AIM Investments), Brasada brings together a wealth of experience and expertise.

Mark E. McMeans, CFA MBA, serves as the Chief Executive Officer and founding partner of Brasada Capital Management LP. With extensive experience spanning sixteen years at AIM Investments, where he held various leadership roles including Director of Equity Investments and President, he brings a wealth of expertise to his current position. McMeans is actively involved in the financial community, serving as an Investment Advisory Board member of MBR Financial and contributing to committees at Christ Church in Sugar Land, Texas. He holds a Bachelor of Business Administration degree in accounting from the University of Texas at Austin and a Master of Business Administration degree from Rice University, where he is involved in advisory roles. Additionally, McMeans is a CFA charter holder and has contributed to the CFA Society of Houston as an officer and board member.

Brasada Capital Management, a hedge fund with 360 clients, manages discretionary assets totaling $574,919,615, as disclosed in their Form ADV dated October 2023. Their most recent 13F filing for the fourth quarter of 2023 reveals a substantial portfolio, with managed 13F securities valued at $518,005,665 and a top 10 holdings concentration of 34.8%. Notably, the largest holding in Brasada Capital Management's portfolio is SPDR Bloomberg 1-3 Month T-Bill ETF, with an impressive 355,841 shares held.

Mark E. Mcmeans
Fund Profile
Filing Period:
Fund Name: Brasada Capital Management
Manager Mark E. Mcmeans
Portfolio Value $518,005,665
Change This QTR +1.21%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Spdr Ser Tr
355,841 $32,520,293 -30% 6.27%
2. MSFT 75,280 $28,308,127 +7% 5.46%
3. WCN 125,722 $18,766,529 -2% 3.62%
4. COST 25,105 $16,571,302 +1% 3.19%
5. ANSS 42,141 $15,292,126 -7% 2.95%
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