Briarwood Chase Management LLC
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Overview
Briarwood Chase Management LLC is an advisory firm based in New York, New York. The company administers $765.4 million in assets under management over four client accounts, making it one of the bigger firms in the United States by assets under management (AUM). It has a small team, including 10 financial advisors. Briarwood Chase Management LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as options, bonds and equities.
Briarwood Chase Management LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring client approval. The company's average account size is $191.4 million. The typical advisor at Briarwood Chase Management LLC manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is located at 130 W 42Nd St, New York, New York 10036. Briarwood Chase Management LLC is allowed to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Briarwood Chase Management LLC by the Numbers
$765.4 million
12
4
$191.4 million
Fee Structure
Fees for financial advisory services typically vary depending on which service is provided. However, fee types billed by Briarwood Chase Management LLC most likely consist of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its four customers, Briarwood Chase Management LLC's largest client group by number of accounts is pooled investment vehicles. Around 25% of the firm'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
Briarwood Chase Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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