At a glance
- Founder Dima Steesy, a U.S. Navy veteran and Harvard graduate, will serve business owners, entrepreneurs and high-net-worth families.
- The firm said it builds portfolios around each client's income, focusing on long-term value investing, income generation and portfolio management.
- Steesy said he is targeting owner-operators with uneven income, such as restaurant owners and dentists with three locations, who he said are typically sold the same mutual fund.
Bravo Zulu Capital Management launched as an independent, fee-only RIA in Beverly Hills, California, according to a Nov. 10 release.
Founder Dima Steesy, a U.S. Navy veteran and Harvard graduate, will serve business owners, entrepreneurs and high-net-worth families. The firm said it builds portfolios around each client's income, focusing on long-term value investing, income generation and portfolio management. Steesy said he reviews years of a company's filings before buying a share.
Steesy said he is targeting owner-operators with uneven income, such as restaurant owners and dentists with three locations, who he said are typically sold the same mutual fund. At 25, after selling a skincare brand he started at Harvard, he said about seven advisers each recommended a mutual fund charging 1% to 2%. The firm did not disclose its fees or assets under management, so advisors evaluating the firm cannot yet compare its pricing.
Reported by the RIA desk from GlobeNewswire — Finance. Published . Corrections