BRAESIDE INVESTMENTS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 131184
- Registered since
- June 13, 2011
- Website
- braesidecapital.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles84.58%
- HNWI15.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Braeside Investments, LLC is a single-owner, SEC-registered hedge fund adviser that operates both as an adviser to pooled vehicles and as a manager of separate accounts. The firm functions in a sponsor/GP capacity for its funds and also carries CPO/CTA designations, which signals the ability to use futures and other managed‑futures style strategies within its pooled products. Fee arrangements combine a percentage of assets under management with performance-based fees, consistent with an active, outcome-driven hedge fund approach. Investment activity centers on equity exposure delivered through separate managed accounts alongside concentrated hedge fund strategies. Braeside’s filings show a clear tilt toward liquid, exchange-traded instruments for its SMA business while its private funds make up the bulk of its total assets. The adviser does not report active ESG engagement, and its client mix includes high‑net‑worth individuals and families as well as institutional investors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 3STEVEN MCINTYRE
OwnerCRD 4787402
YOUNG CHO
PartnerCRD 7876954
TODD STEIN
ManagerCRD 4787398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 14841 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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