BRENTWOOD PRIVATE EQUITY, LLC

RIASEC RegisteredEst. 2012
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$173M
Accounts
23
Employees
26
Advisory reps
6

Firm details

Headquarters
Los Angeles, California
CRD number
156558
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brentwood Private Equity, LLC is an LLC organized as a private equity fund manager that registered with the SEC in 2012. The firm serves institutional clients and structures its advisory business around managing pooled investment vehicles; it acts as sponsor, general partner and managing member for those vehicles. Ownership is listed as individual, and its fee model combines a percentage-of-assets fee with performance-based fees. Brentwood is flagged as an active ESG investor and focuses its advisory work on discretionary portfolio management for pooled funds.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • JAMES HAYS

    Chief Financial Officer & Chief Compliance OfficerCRD 6009526

Contacts

3 of 5
  • ERIC REITER

    PartnerCRD 2511646

  • RAHUL AGGARWAL

    PartnerCRD 2938088

  • WILLIAM BARNUM

    PartnerCRD 1847426

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11150 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth