D.M. Brenner — startup-kg

any 1 portfolio companies $150 million AUM 1 source

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Overview

D.M. Brenner is a financial planning firm that blends financial analysis with human understanding to provide comprehensive financial plans for families.

finance

Classification

Headquarters: San Francisco, CA
Stage: any
Portfolio: 1 companies

Fund details

AUM: $150 million
Founded: 1993

Thesis & focus

Culture & mission

We believe that our clients’ needs are best served by blending the science of financial analysis with the art of human understanding. We believe that a financial plan must be as unique as the client it is designed to serve.

Investment thesis

D.M. Brenner blends the science of financial analysis with the art of human understanding to provide comprehensive financial planning tailored uniquely to each family's needs.