Brickell Key Asset Management Limited

RIASEC RegisteredEst. 2015
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$120M
Accounts
1
Employees
6
Advisory reps
4

Firm details

Headquarters
St Peter Port,
CRD number
170675
Registered since
July 13, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brickell Key Asset Management Limited is a corporate investment adviser focused on running private equity pooled vehicles for institutional investors. The firm’s registered activity centers on portfolio management of pooled investment vehicles rather than acting as a multi-manager capital allocator. It charges a mix of percentage-of-AUM and performance-based fees, a structure aligned with typical private equity economics where carried interest and incentive fees supplement management fees. Brickell Key is not marked as an active ESG investor and is described in filings as serving institutional clients. The ownership structure on file lists both a domestic entity and an individual as owners. The firm was registered with the SEC in 2015 and positions itself as a manager that sources, structures and oversees private equity investments through a single fund vehicle rather than offering a broad lineup of separate retail or advisory accounts.

Assets & Accounts

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

Owners & executives

2 of 2
  • Billy Yuen

    Billy Yuen

    Co-Founder and Chief Executive OfficerCRD 1719972

  • Mark Broadwater

    Mark Broadwater

    Chief Compliance OfficerCRD 6629572

Contacts

2 of 2
  • Patricia White

    Managing DirectorCRD 6306547

  • Andrew Elder

    Senior Fund ManagerCRD 6469909

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

St Peter Port, null

Location

St Peter Port, null

Headquartered in St Peter Port, null.

Address
4th Floor Royal Bank Pl
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth