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William James Porter

Brasada Capital Management, LP

Houston, TX

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Current Employers
Brasada Capital Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-17
  • TX RA
    APPROVED
    Since 2024-06-17

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
OrganizationCityStateFromTo
Jp Morgan Private Bank New York NY 06/2014 05/2020
City National Bank New York NY 05/2020 10/2023
Unemployed New York NY 10/2023 04/2024
Brasada Capital Management, Lp Houston TX 04/2024 Present
  • 06/2014 → 05/2020
    Jp Morgan Private Bank
    New York, NY
  • 05/2020 → 10/2023
    City National Bank
    New York, NY
  • 10/2023 → 04/2024
    Unemployed
    New York, NY
  • 04/2024 → Present
    Brasada Capital Management, Lp
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-15
  • S65 Uniform Investment Adviser Law Examination
    2024-06-15
Designations
Other Names
  • William J Porter
  • William Porter

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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