Inactive

David Joseph Shahrestani

Brasada Capital Management, LP

CRD 7214915

Claim This Profile

Employer firm

Brasada Capital Management, LP CRD 147775

$679M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers

Brasada Capital Management, Lp

3200 Southwest Freeway Suite 2160, Houston, TX 77027 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-01

TX RA
APPROVED

Since 2024-03-01

Branch Locations

3200 Southwest Freeway Suite 2160, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Udacity	Anaheim	CA	06/2016	04/2018
Globescan Capital Inc	Houston	TX	06/2018	12/2019
Globescan Capital Inc	Houston	TX	12/2019	09/2022
Globescan Capital Inc.	Houston	TX	03/2022	11/2023
Brasada Capital Management, Lp	Houston	TX	11/2023	Present

06/2016 → 04/2018

Udacity

Anaheim, CA
06/2018 → 12/2019

Globescan Capital Inc

Houston, TX
12/2019 → 09/2022

Globescan Capital Inc

Houston, TX
03/2022 → 11/2023

Globescan Capital Inc.

Houston, TX
11/2023 → Present

Brasada Capital Management, Lp

Houston, TX

Previous Registrations

2020-01-21 → 2024-10-30

Gci Investors

Houston, TX

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS

TSA WEALTH MANAGEMENT

Nearby Investors

John Charles Robinson

CRYSTAL ALLISON MCKEON

AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX

TSA WEALTH MANAGEMENT · HOUSTON, TX

PEREA CAPITAL · HOUSTON, TX

More in Houston, TX

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor