Brookside Equity Partners LLC
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Learn more about Brookside Equity Partners LLC
Overview
Brookside Equity Partners LLC operates as an advisory company that has its headquarters in Stamford, Connecticut. It manages $1.2 billion in assets over 23 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 7 financial advisors. Brookside Equity Partners LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments like stocks, bonds and options.
Brookside Equity Partners LLC administers all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions without requiring client authorization. The firm's typical account size is $53.3 million. The average financial advisor at Brookside Equity Partners LLC manages about three client accounts, making it one of the most personalized advisor firms in the country.
Brookside Equity Partners LLC's main office is at 201 Tresser Boulevard, Stamford, Connecticut 6901. The firm is legally allowed to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Brookside Equity Partners LLC by the Numbers
$1.2 billion
8
23
$53.3 million
Fee Structure
Fees for financial advisory services typically are based on the type of financial services provided. However, fees billed by the company can be comprised of any blend of the following fee types: asset-based, fixed, performance-based or other. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its 23 accounts, Brookside Equity Partners LLC's largest client is pooled investment vehicles. None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Brookside Equity Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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