Brio Capital Management
Brio Capital Management LLC is a privately held, Rockville Centre, NY-based investment manager founded in 2006 by Shaye Hirsch. It runs Private Investment Funds targeting growth capital for U.S. small-cap public companies below $250 million market cap, exclusively serving SEC Rule 501(a) accredited investors.
- Company typePrivate
- Founded2006
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Brio Capital Management firmographics
Firmographics- Name
- Brio Capital Management
- Legal name
- Brio Capital Management LLC
- Website
- https://briocapital.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Brio Capital Management LLC is a privately held, Rockville Centre, NY-based investment manager founded in 2006 by Shaye Hirsch. It runs Private Investment Funds targeting growth capital for U.S. small-cap public companies below $250 million market cap, exclusively serving SEC Rule 501(a) accredited investors.
- Ownership category
- akta.pro rank
Where Brio Capital Management is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Brio Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Fees: The firm generates revenue through management fees and performance incentives from its Private Investment Funds, which employ opportunistic and event-driven investment strategies targeting small-cap public companies.
Go-to-market motion1 record
Distribution channels1 record
Brio Capital Management product offering
Product offeringCore offering
Brio Capital Management manages Private Investment Funds that employ opportunistic and event-driven investment strategies. The firm provides growth capital to small-cap public companies with market capitalization below $250 million through tailored investment structures. Access to the funds is restricted to accredited investors meeting SEC Rule 501(a) criteria.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Investment Funds Managed pooled investment vehicles employing opportunistic and event-driven strategies to provide growth capital to small-cap public companies with market capitalization below $250 million. Offered exclusively to accredited investors meeting SEC Rule 501(a) criteria.
Companies that use Brio Capital Management
Customer profileSegments2 records
Ideal customer profiles2 records
Brio Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Brio Capital Management partnerships and signals
Strategic signalScale indicators2 records
Brio Capital Management competitors and assessment
Company assessmentDirect peers
- Ranger Investment Management: Boutique asset manager managing small-cap and small-mid-cap equity strategies for institutional and intermediary channels. Direct peer to Brio on small-cap US public-equity focus with a similarly boutique operating profile.
- Perritt Capital Management: Chicago-based boutique manager running micro-cap and small-cap value strategies for high-net-worth and institutional clients. Direct boutique peer to Brio on small/micro-cap US public equities with a similarly entrepreneurial, founder-led profile.
- Brown Capital Management: Baltimore-based boutique manager focused on US small-cap equities with a long-term, fundamental approach. Closely comparable to Brio in specialization on the small-cap public segment, with longer operating history but similarly boutique scale.
- Wasatch Advisors: Salt Lake City-based asset manager specializing in small-cap US equities, primarily growth-oriented, across mutual funds and institutional accounts. Directly comparable to Brio on small-cap US public-equity focus and product overlap with long-only vehicles.
- Ariel Investments: Founded 1983, focused on small- and mid-cap US equities for institutional and individual clients. Comparable to Brio on the small-cap US public-equity mandate and event-driven/value tilt; significantly larger AUM and employee base.
- Heartland Advisors: Milwaukee-based value-oriented US asset manager with a strong small- and mid-cap emphasis across mutual funds and SMA vehicles. Comparable to Brio on small-cap US public-equity focus and value/event-driven investment philosophy.
- Royce Investment Partners: Long-tenured US asset manager specializing exclusively in small- and micro-cap equities, with multiple closed-end and open-end vehicles. Directly comparable to Brio in its dedicated small-cap public-equity focus, although it operates at materially greater scale and brand recognition.
- Westwood Holdings Group: Dallas-based investment manager offering value-oriented US large-, mid-, and small-cap equity strategies. Comparable to Brio via its small-cap product line and institutional SMA focus, with deeper scale and brand.
Broad incumbents
- GAMCO Investors (Gabelli Funds): Public asset manager (NYSE: GBL) offering a broad menu of US equity strategies with deep small- and mid-cap product offerings. Overlaps with Brio's small-cap mandate as part of a much broader portfolio, and a typical incumbent competitor for small-cap flows.
Emerging players
- Snow Park Capital Partners: New York-based event-driven, long/short equity manager with small-cap and special-situations exposure. Compares to Brio on event-driven, opportunistic US small-cap public-equity execution, though sized as an emerging manager.
Market position
Customer concentration
Brio Capital Management social profiles
Digital presenceBrio Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Brio Capital Management leadership team
Management profileNumber of profiles
Profiles1 record
Brio Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Brio Capital Management M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Brio Capital Management
What does Brio Capital Management do?
Brio Capital Management manages Private Investment Funds that employ opportunistic and event-driven investment strategies. The firm provides growth capital to small-cap public companies with market capitalization below $250 million through tailored investment structures. Access to the funds is restricted to accredited investors meeting SEC Rule 501(a) criteria.
Is Brio Capital Management a public or private company?
Brio Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Brio Capital Management founded?
Brio Capital Management was founded in 2006. It employs 1 to 10 people.
Where is Brio Capital Management based?
Brio Capital Management is headquartered in New York, United States, in the North America region.
How does Brio Capital Management make money?
One revenue line is on record: investment Management Fees.
Who are Brio Capital Management's main competitors?
Direct peers on record are Ranger Investment Management, Perritt Capital Management, Brown Capital Management, Wasatch Advisors, Ariel Investments, Heartland Advisors, Royce Investment Partners and Westwood Holdings Group. GAMCO Investors (Gabelli Funds) is listed as a broad incumbent. Snow Park Capital Partners is listed as an emerging player.
Does Brio Capital Management have an API?
No public API is recorded for Brio Capital Management.