Founded in 2004 by Owen Brainard and based in Austin, TX, Brainard Capital Management is an investment advisory firm with approximately $2 billion in combined assets under management and administration. The firm advises a select group of technology entrepreneurs and family-office clients, drawing on more than 20 years of wealth management experience, including founder’s stock and options management, taxation, estate and trust design, philanthropic planning, secondary market liquidity, angel investing, and single stock hedging strategies.

Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments. The combination with Brainard brings Pathstone’s total assets under advisement and administration to over $80 billion, with offices in 17 cities nationwide and more than 350 team members, over 180 of whom are shareholders of the firm.

Republic Capital Group served as exclusive financial advisor to Brainard Capital Management on its agreement to be acquired by Pathstone.