For Advisors & Strategic Partners

Institutional Solutions

Independent advisors increasingly face institutional-level client expectations. Brazen Capital provides the research, investment infrastructure, operational support, and global capabilities needed to help growth-minded professionals expand their offering without building everything internally.

Institutional infrastructure built for advisors, wealth managers, and strategic partners.

01.

Public Market Solutions

Institutional portfolio construction, global asset allocation, risk management, tactical implementation, and discretionary investment strategies designed to help advisors and strategic partners deliver sophisticated public market solutions to clients. Enhance client outcomes through disciplined oversight and data-driven investment insights.

03.

Research & Insights

Gain a competitive edge through institutional macro research, Market Pulse commentary, MacroGrind analysis, and actionable investment insights. We deliver research on economic trends, market regimes, asset allocation, and portfolio strategy to help partners make better investment decisions.

02.

Private Market Solutions

Access curated private market opportunities through Brazen Capital’s strategic network, including private equity, private credit, real estate, and alternative investments offered through independent third-party sponsors and affiliated partners where appropriate. Expand client portfolios beyond traditional public markets through disciplined opportunity sourcing.

04.

Operational Infrastructure

Client onboarding systems, custodial coordination, compliance workflows, and scalable operational infrastructure designed to help advisors and strategic partners grow efficiently.

Explore Partnership Opportunities

Institutional Partner Program (IPP) Information Form

First name*

Last name*

Company name

Business Email*

Phone*

Please choose one of the following options. Are you?*

a US Entity

a Non US Entity

Select Your Business Category (all that apply)*

Independent Agent (AAI)

Advisory/Consulting Firm

Single Family Office

Asset Manager

Multi Family Office

Accounting/Tax/Law Firm

Other Service/Product Provider

Number of Years in Business*

0 to 1 Year

1 to 2 Years

2 to 4 Years

4+ Years

Total in Assets Under Custody (AUC)?*

Total in Asset Under Management (AUM)?*

How Can We Help?*

Global Strategic and Tactical Asset Allocation

Outsourced Chief Investment Office

Portfolio Management Solution

Research & Analysis

Custom Trading Strategies

Advisory Services

Private Market Solutions

Other

Message

Success! Message received.

Access to Brazen Capital, LLC (BZC) investment solutions is only available to clients who execute an Investment Management Agreement, accepts the Client Relationship Summary and the Investment Advisor Brochure (Form ADV, Parts 2A and 2B).

You are encouraged to read these documents carefully.

---

All investments involve risk and may lose money. BZC does not guarantee the results of any of its advice, strategies or managed accounts. Clients should be aware that their individual account results may not exactly match the performance of modeled portfolios created and managed by BZC. Past performance is no guarantee of future results. Each client relationship is subject to an account minimum, which varies based on the strategies included in the portfolio and is at the discretion of BZC. BZC retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients. Registered members of BZC website are not necessarily clients of BZC and registration will only provided access to members only pages and privileges.

* There are minimum asset levels and eligibility requirements to work with a dedicated Financial Professional.

* Investing involves risk including the potential loss of principal invested.

Important Information and Legal Disclosures | Customer Relationship Summary | Terms of Use | Privacy Statement | Notice to Non-U.S. Persons