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BRAVE NEW WEALTH
BRAVE NEW WEALTH is an SEC-registered investment adviser in WESTLAKE VILLAGE, CA. The firm manages approximately $33 million in regulatory assets.
BRAVE NEW WEALTH
BRAVE NEW WEALTH is an SEC-registered investment adviser in WESTLAKE VILLAGE, CA. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
New York, NY, United States
Principals
Catherine Zinn
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at BRAVE NEW WEALTH?
Catherine Zinn, founder and CEO, leads investment decisions at the firm. She established the firm in 2010 with a focus on impact-driven capital deployment.
How does BRAVE NEW WEALTH source proprietary deal flow?
The firm generates deal flow through its network of impact-focused co-investors and relationships with environmental nonprofit partners. It also participates in syndicated impact investments sourced from family office peer groups.
Is BRAVE NEW WEALTH structured as a single family office or a multi-family office?
It operates as a multi-family office, serving a curated group of families. The firm's public positioning emphasizes service to multiple families, distinguishing it from single-family offices tied to one fortune.
What investment stages does BRAVE NEW WEALTH typically target?
The firm focuses on direct investments across growth-stage private equity, real estate, and digital health. It also participates in fund commitments when aligned with its impact mandate.
Does BRAVE NEW WEALTH maintain philanthropic structures, and how are they separated?
Yes, it operates the BRAVE NEW WEALTH Foundation, which makes grants in education and healthcare. The foundation is legally separate from the for-profit investment office, although the impact thesis bridges both entities.
What is BRAVE NEW WEALTH's known posture on co-investments alongside external GPs?
The firm selectively co-invests alongside impact-focused general partners, particularly in emerging-market renewable energy and digital health. Co-investment relationships are documented in public filings (per public record).
Where does the underlying wealth come from?
The firm does not publicly disclose the origin of its clients' wealth. Public records offer no attribution to specific industries or fortunes.
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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