Brynwood Partners
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Learn more about Brynwood Partners
Overview
Brynwood Partners operates as a financial advisory company headquartered in Greenwich, Connecticut. Brynwood Partners administers $2.5 billion in total assets over four customer accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). It has a small group, including 10 financial advisors. Brynwood Partners does not act as 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 firm to do so. Securities are defined as exchangable fiscal investments such as stocks, options and bonds.
Brynwood Partners oversees all of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments without needing the client's authorization. The firm oversees an average of $622.9 million in assets for each client account. The typical financial advisor at Brynwood Partners manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Brynwood Partners's headquarters is located at 8 Sound Shore Drive, Greenwich, Connecticut 6830. Brynwood Partners is allowed to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Brynwood Partners by the Numbers
$2.5 billion
11
4
$622.9 million
Fee Structure
Fees for financial management vary depending on which service is offered. However, fees charged by Brynwood Partners can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its four clients, Brynwood Partners's biggest client is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- 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
Brynwood Partners does not have any disclosures.
Please visit its Form ADV for more details.
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