Brynwood Partners

CRD#158087
Investment Advisor Firm

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Overview

Brynwood Partners is a financial advisory firm headquartered in Greenwich, Connecticut. The company administers $1.6 billion in assets across four accounts, making it one of the largest firms in the nation by assets under management (AUM). It has a small team of 12 employees, of which 11 are financial advisors. Brynwood Partners is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like bonds, options and stocks.

Brynwood Partners administers all of the company's accounts in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without requiring the client's approval. The advisory firm supervises roughly $403.3 million in assets for every client account. The average advisor at Brynwood Partners oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.

The company's central office is located at 8 Sound Shore Drive, Greenwich, Connecticut 6830. The firm is legally registered to serve clients in the state of Connecticut.

Assets Under Management

$1.6 billion

Number of Advisors

11

Disclosures

No

Office Location

8 Sound Shore Drive
Greenwich, CT 06830

Brynwood Partners by the Numbers

Total Assets Under Management

$1.6 billion

National Average: $3.7 billion
Total Number of Employees

12

National Average: 29
Total Number of Accounts

4

National Average: 2,073
Average Account Size

$403.3 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors vary depending on which services are provided. Fees charged by the company most likely include some combination of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company provides services to pooled investment vehicles. Out of its four customers, Brynwood Partners's largest client by number of accounts 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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This content was compiled from the SEC and FINRA

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.