BRAESIDE INVESTMENTS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$46.5M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
131184
Registered since
June 13, 2011
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

3 of 3
  • STEVEN MCINTYRE

    OwnerCRD 4787402

  • YOUNG CHO

    PartnerCRD 7876954

  • TODD STEIN

    ManagerCRD 4787398

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth