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Brett A. Lowrey
CERBERUS CAPITAL MANAGEMENT, L.P.
Fort Worth, TX 76177
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CRD#: 3147005
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Professional summary
Brett Alan Lowrey is a registered financial advisor currently at CERBERUS CAPITAL MANAGEMENT, L.P. located in Fort Worth, Texas.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brett has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brett Alan Lowrey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 17, 2025 - Present
CERBERUS CAPITAL MANAGEMENT, L.P.
Office #1: 9800 Hillwood Parkway Suite 140, Fort Worth, TX 76177RIA
CRD#: 152175
Fort Worth, TX
Past
August 15, 2000 - June 13, 2025
HOULIHAN LOKEY CAPITAL, INC.
BD
CRD#: 17708
Dallas, TX
Past
January 19, 1999 - December 23, 1999
HARRIS NESBITT CORP.
BD
CRD#: 7299
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CERBERUS CAPITAL MANAGEMENT, L.P.
BLACKACRE CAPITAL MANAGEMENT II, LLC (RELYING ADVISER) | PORTFOLIO CONSULTING AND ADVISORY COMPANY, LLC (RELYING ADVISER) | PARTRIDGE HILL SPV MANAGEMENT, LLC (RELYING ADVISER) | PARTRIDGE HILL OVERSEAS MANAGEMENT, LLC (RELYING ADVISER) | PARTRIDGE HILL MANAGEMENT, LLC (RELYING ADVISER) | CG INVESTMENT MANAGER, LLC (RELYING ADVISER) | CERBERUS REAL ESTATE CAPITAL MANAGEMENT, LLC (RELYING ADVISER) | CERBERUS OPERATIONS AND ADVISORY COMPANY, LLC (RELYING ADVISER) | CERBERUS OPERATIONS AND ADVISORY COMPANY UK LIMITED (RELYING ADVISER) | CERBERUS MIDDLE EAST CAPITAL ADVISORS LIMITED (RELYING ADVISER) | CERBERUS JAPAN K.K. (RELYING ADVISER) | CERBERUS INSTITUTIONAL MANAGEMENT II, LLC (RELYING ADVISER) | CERBERUS INSTITUTIONAL INTERNATIONAL MANAGEMENT COMPANY, LLC (RELYING ADVISER) | CERBERUS IBERIA ADVISORS, S.L. (RELYING ADVISER) | CERBERUS GLOBAL INVESTMENTS, LLC (RELYING ADVISER) | CERBERUS GLOBAL INVESTMENT ADVISORS, LLC (RELYING ADVISER) | CERBERUS EUROPEAN SERVICING ADVISORS (NETHERLANDS) B.V. (RELYING ADVISER) | CERBERUS EUROPEAN CAPITAL ADVISORS, LLP (RELYING ADVISER) | CERBERUS DEUTSCHLAND BETEILIGUNGSBERATUNG GMBH (RELYING ADVISER) | CERBERUS CAPITAL MANAGEMENT, L.P. | CERBERUS CAPITAL MANAGEMENT II, L.P. (RELYING ADVISER) | CERBERUS CAPITAL CHICAGO LLC (RELYING ADVISER) | CERBERUS CALIFORNIA, LLC (RELYING ADVISER) | CERBERUS BUSINESS FINANCE, LLC (RELYING ADVISER) | CERBERUS BEIJING ADVISORS LIMITED (RELYING ADVISER) | CERBERUS ASIA PACIFIC ADVISORS LIMITED (RELYING ADVISER) | CERBERUS ASIA OPERATIONS AND ADVISORY LIMITED (RELYING ADVISER) | BLACKACRE CAPITAL MANAGEMENT, LLC (RELYING ADVISER)
CRD#: 152175 / SEC#: 801-70989
RIA
Registered Investment Advisory firm - (1/21/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CERBERUS CAPITAL MANAGEMENT, L.P.
BLACKACRE CAPITAL MANAGEMENT II, LLC (RELYING ADVISER) | PORTFOLIO CONSULTING AND ADVISORY COMPANY, LLC (RELYING ADVISER) | PARTRIDGE HILL SPV MANAGEMENT, LLC (RELYING ADVISER) | PARTRIDGE HILL OVERSEAS MANAGEMENT, LLC (RELYING ADVISER) | PARTRIDGE HILL MANAGEMENT, LLC (RELYING ADVISER) | CG INVESTMENT MANAGER, LLC (RELYING ADVISER) | CERBERUS REAL ESTATE CAPITAL MANAGEMENT, LLC (RELYING ADVISER) | CERBERUS OPERATIONS AND ADVISORY COMPANY, LLC (RELYING ADVISER) | CERBERUS OPERATIONS AND ADVISORY COMPANY UK LIMITED (RELYING ADVISER) | CERBERUS MIDDLE EAST CAPITAL ADVISORS LIMITED (RELYING ADVISER) | CERBERUS JAPAN K.K. (RELYING ADVISER) | CERBERUS INSTITUTIONAL MANAGEMENT II, LLC (RELYING ADVISER) | CERBERUS INSTITUTIONAL INTERNATIONAL MANAGEMENT COMPANY, LLC (RELYING ADVISER) | CERBERUS IBERIA ADVISORS, S.L. (RELYING ADVISER) | CERBERUS GLOBAL INVESTMENTS, LLC (RELYING ADVISER) | CERBERUS GLOBAL INVESTMENT ADVISORS, LLC (RELYING ADVISER) | CERBERUS EUROPEAN SERVICING ADVISORS (NETHERLANDS) B.V. (RELYING ADVISER) | CERBERUS EUROPEAN CAPITAL ADVISORS, LLP (RELYING ADVISER) | CERBERUS DEUTSCHLAND BETEILIGUNGSBERATUNG GMBH (RELYING ADVISER) | CERBERUS CAPITAL MANAGEMENT, L.P. | CERBERUS CAPITAL MANAGEMENT II, L.P. (RELYING ADVISER) | CERBERUS CAPITAL CHICAGO LLC (RELYING ADVISER) | CERBERUS CALIFORNIA, LLC (RELYING ADVISER) | CERBERUS BUSINESS FINANCE, LLC (RELYING ADVISER) | CERBERUS BEIJING ADVISORS LIMITED (RELYING ADVISER) | CERBERUS ASIA PACIFIC ADVISORS LIMITED (RELYING ADVISER) | CERBERUS ASIA OPERATIONS AND ADVISORY LIMITED (RELYING ADVISER) | BLACKACRE CAPITAL MANAGEMENT, LLC (RELYING ADVISER)
CRD#: 152175 / SEC#: 801-70989
RIA
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Contact information
Main Address
875 Third Avenue, New York, NY 10022
Mailing Address
Phone number
(212) 891-2100
Established
Firm type
Fiscal year end
# of Employees
952
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 296 |
| AUM (Assets Under Management) | $ 85,771,293,871 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/08/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
