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BRAVE Family Advisors
BRAVE Family Advisors was established in 1992 by Brett Haire and Dave Bunting, both former senior executives at First Boston Corporation. Scott Morrison became...
BRAVE Family Advisors
BRAVE Family Advisors was established in 1992 by Brett Haire and Dave Bunting, both former senior executives at First Boston Corporation. Scott Morrison became a shareholder in 2016. The firm operates from offices in Summit, New Jersey and Tiverton, Rhode Island. It provides investment management, retirement planning and financial advisory services. Confirmed activity spans fund-of-funds commitments, hedge fund allocations, private equity and philanthropic vehicles. Geographic focus remains North America. No specific portfolio holdings or co-investors are named in public materials. The firm lists nine professionals and states more than 150 years of combined investment experience. It maintains an SEC registration as a federal investment adviser. Recent activity includes co-sponsorship of the 17th Annual Frozen Turkey Drive in 2024 and a recruiting relationship with Bryant University. The firm functions as a registered investment adviser serving multiple families rather than a single-family office. Governance centers on the three named principals with no disclosed succession plan or external ownership.
General information
Firm type
Multi Family Office
Year founded
1992
AUM
Over $600 million (per firm website)
Location
Region
North America
Country
United States
City
Summit
Corporate office
47 Summit Ave #A, Summit, NJ 07901, United States
Additional offices
Tiverton, RI, United States
Principals
Brett Haire, Jr.
Co-Founder
Dave Bunting
Co-Founder, Vice-Chairman
Scott Morrison
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at BRAVE Family Advisors?
Scott Morrison serves as President and Chief Investment Officer. Brett Haire and Dave Bunting remain active as co-founders.
Is BRAVE Family Advisors structured as a single family office or multi-family office?
It operates as a multi-family office and registered investment adviser serving multiple families, businesses and institutions.
Does BRAVE Family Advisors participate in fund commitments or only direct deals?
Public materials list fund-of-funds, hedge funds and private equity among confirmed investment types without naming specific vehicles or direct holdings.
Where does BRAVE Family Advisors maintain offices?
Headquarters is in Summit, New Jersey with a second office in Tiverton, Rhode Island.
What is BRAVE Family Advisors known posture on co-investments?
No information on co-investment activity alongside external GPs appears in available sources.
How is BRAVE Family Advisors related to any parent or spinout?
No parent company or spinout relationship is disclosed. The firm remains independent since its 1992 founding.
Does BRAVE Family Advisors maintain philanthropic structures?
The firm lists involvement with Children's Specialized Hospital Foundation, Christ Church in Summit, New York Theological Seminary and Other Fellow First Foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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