BRIARWOOD CHASE MANAGEMENT LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$229M
Accounts
6
Employees
15
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
170245
Registered since
January 17, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Briarwood Chase Management LLC is an SEC-registered hedge fund manager organized as an LLC and first registered in 2014. The firm operates primarily for institutional clients and functions as a commodity pool operator/commodity trading advisor (CPO/CTA) while also serving as sponsor, general partner and managing member for pooled investment vehicles. Its advisory work is concentrated on portfolio management for those pooled vehicles rather than acting as a standalone capital allocator. The firm employs a fee model that includes both percentage-of-assets and performance-based compensation. It does not identify as an active ESG investor. Ownership is reported as a mix of a domestic entity and an individual.

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

2 of 2
  • AALAP MAHADEVIA

    Founder and CIOCRD 6286576

  • MARIO SGARLATA

    Chief Financial OfficerCRD 6381412

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1350 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth