BRICKELL KEY ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$120M
Accounts
1
Employees
4
Advisory reps
2

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
295209
Registered since
April 23, 2018
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brickell Key Asset Management LLC is an SEC-registered limited liability company formed in 2018 that provides portfolio management services to institutional clients. The firm's stated advisory focus is management of pooled investment vehicles, and it operates on a percentage-of-assets fee model. Ownership is described as a mix of a domestic entity and an individual, and the firm is classified as an unclassified adviser in the available data. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm is registered to provide advisory services rather than to act as a capital allocator; it is also listed with an industry affiliation as an “Other Investment Adviser.” Those points, together with the pooled-vehicle focus, indicate Brickell Key concentrates on running one or more collective investment structures for institutional counterparties rather than on separate-account wrap or large-scale multi-client retail wealth management.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BILLY YUEN

    Co-Founder and Chief Executive OfficerCRD 1719972

  • MARK BROADWATER

    Chief Compliance OfficerCRD 6629572

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

CHARLESTON, SC

CHARLESTON

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
171 Church St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth