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Brett Jefferson

President, Co-Chief Investment Officer and Manager at Hildene Capital Management

Officer record from the firm’s Form ADVForm ADV filed 27 April 2026

Brett Jefferson is President, Co-Chief Investment Officer and Manager of Hildene Capital Management, LLC, a Stamford investment adviser.

Role at Hildene Capital Management

Title on Schedule A
President, Co-Chief Investment Officer and Manager
Control
Brett Jefferson is a control person of Hildene Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brett Jefferson has held the filed role since January 2008.

The firm

Hildene Capital Management, LLC
Stamford, CT

Form ADV filed 27 April 2026

$20.2B AUM82 clients18 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Brett Jefferson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Brett Jefferson
CRD
2257196
Firm
Hildene Capital Management, LLC
Record basis
Form ADV officer listing
Firm bio
hildenecap.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Hildene lists Brett Jefferson as Founder, President and Co-Chief Investment Officer. Official firm biography/team page

Common questions

Where does Brett Jefferson work?

Brett Jefferson has been President, Co-Chief Investment Officer and Manager of Hildene Capital Management, LLC since January 2008, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 April 2026

Leadership at Hildene Capital Management

Sources

  1. IAPD individual lookup, CRD 2257196. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Hildene Capital Management, LLC, filed 27 April 2026. Title, control and ownership bands.
  3. Hildene Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Brett Jefferson or Hildene Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.