| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bfa Alternatives Fund 1, Ltd. | Private Equity | $6.3M | $150K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Janet Briaud Control | Chief Investment Officer/Partner | 25-50% | 1992 |
| Matthew Ray McKay | Portfolio Manager | 5-10% | 2022 |
| Natalie Briaud Pine Control | Chief Compliance Officer | 25-50% | 2018 |
Briaud Financial Planning Inc reports $775.3 million in regulatory assets under management on its Form ADV.
Briaud Financial Planning Inc manages 1 private funds with combined gross assets of $6.3 million.
Briaud Financial Planning Inc reports 15 employees.
Briaud Financial Planning Inc is based in College Station, TX and has been SEC-registered since 1988.
Briaud Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1611 Crescent Pointe Parkway, College Station, TX 77845 |
| Phone | 979-260-9771 |
| Fax | 979-846-5472 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1800586 |
| Discloses disciplinary history | No |
| Discretionary | $747.3M |
| Non-discretionary | $28M |
| Total (RAUM) | $775.3M |