BRAE HEAD, INC.

BRAE HEAD, INC. of ESSEX, CT is an SEC-registered investment adviser (CRD 129265). Regulatory assets under management: $90.6M.

Registration

• CRD: 129265
• Type: Registered investment adviser
• Location: 16 SAYBROOK RD, ESSEX, CT, 06426
• Phone: 413-746-3700
• Latest filing: 2026-03-17
• Regulatory AUM: $90.6M
• Discretionary AUM: $89.3M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 99

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129265 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search