0001765380-24-000233.txt : 20240709 0001765380-24-000233.hdr.sgml : 20240709 20240709122110 ACCESSION NUMBER: 0001765380-24-000233 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240709 EFFECTIVENESS DATE: 20240709 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brio Consultants, LLC CENTRAL INDEX KEY: 0001747799 ORGANIZATION NAME: IRS NUMBER: 800472324 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-19018 FILM NUMBER: 241106901 BUSINESS ADDRESS: STREET 1: 19 SUTTER STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: (415) 623-2450 MAIL ADDRESS: STREET 1: 19 SUTTER STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94104 N-PX 1 primary_doc.xml N-PX IM LIVE 0001747799 XXXXXXXX false false 06/30/2024 YEAR 2024 Brio Consultants, LLC 415-623-2450
19 SUTTER STREET SAN FRANCISCO CA 94104
Madeline Hedges
255 E. Fifth Street Ste 1900 Cincinnati OH 45212
INSTITUTIONAL MANAGER NOTICE REPORT REPORTING PERSON HAS POLICY TO NOT VOTE N 028-19018 289889 N
Brio Consultants, LLC Jake Zalewski Jake Zalewski Chief Compliance Officer 07/09/2024