{"url":"https://nivawealth.com/firms/brydon-group-324247","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/324247","regulatoryAum":721520164,"crd":"324247","history":[{"filedOn":"2025-06-25","regulatoryAum":314902303,"clients":2,"employees":12,"offices":1},{"filedOn":"2026-04-28","regulatoryAum":721520164,"clients":3,"employees":19,"offices":1}],"secFileNumber":"801-133965","legalName":"Brydon Group, LLC","displayName":"Brydon Group","slug":"brydon-group-324247","website":"https://brydon.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/324247/367e4e543435958a-r1.webp","tone":"dark","width":608,"height":200,"sourceUrl":"https://www.brydon.com/","sourceLabel":"The Brydon Group, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2000 Pennsylvania Ave, Ste 5004","city":"Washington, D.C.","state":"DC","stateName":"District of Columbia","country":"United States","postalCode":"20006"},"tradeNames":[],"registration":{"secApproved":"25 July 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":19,"advisory":19,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":721520164,"discretionary":721520164,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":721520164}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Brydon Group has custody of client assets.","leadership":[{"name":"Jennifer Boardman","title":"CFO/COO/CCO","crd":"7888518"},{"name":"George Dutile","title":"Managing Partner","crd":"6668388"},{"name":"Alexander Mears","title":"Managing Partner","crd":"6824846"},{"name":"Allison Pugh","title":"Partner","crd":"8230774"},{"name":"Stephen Ressler","title":"Managing Partner","crd":"7672476"}],"ownership":[{"label":"Alexander Mears","detail":"Managing partner in the 25% to 50% ownership band and a control person, since March 2022."},{"label":"George Dutile","detail":"Managing partner in the 5% to 10% ownership band and a control person, since March 2022."},{"label":"Stephen Ressler","detail":"Managing partner in the 25% to 50% ownership band and a control person, since March 2022."},{"label":"Allison Pugh","detail":"Partner in the 5% to 10% ownership band and a control person, since July 2025."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"District of Columbia","offices":1,"addresses":[{"street":"2000 Pennsylvania Ave, Ste 5004","city":"Washington, D.C.","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"202-990-7605","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"28 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/324247/PDF/324247.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Brydon Group have?","answer":"Brydon Group has 3 clients and manages $722 million for them, as of April 2026. They include 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brydon Group offer?","answer":"Brydon Group provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Brydon Group have?","answer":"Brydon Group has 0 investment adviser representatives registered with state securities authorities, out of 19 employees, and 19 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brydon Group?","answer":"Brydon Group’s direct owners are Alexander Mears, George Dutile, Stephen Ressler and Allison Pugh, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brydon Group get paid?","answer":"Brydon Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Brydon Group registered with the SEC?","answer":"Yes, Brydon Group has been registered with the SEC as an investment adviser since 25 July 2025. Its CRD number is 324247 and its SEC file number is 801-133965.","source":"Form ADV Part 1A, Item 1, filed 28 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Brydon Group?","answer":"Brydon Group’s main office is at 2000 Pennsylvania Ave, Ste 5004, Washington, D.C., DC 20006. Its phone number is 202-990-7605. Its website is brydon.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}