Brickwood Asset Management

RIASEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$383M
Accounts
5
Employees
10
Advisory reps
5

Firm details

Headquarters
London,
CRD number
332687
Registered since
September 13, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies82%
  • Pooled Investment Vehicles18%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brickwood Asset Management is an institutional registered investment adviser organized as a limited liability partnership that provides portfolio management for investment companies, pooled investment vehicles and institutional businesses. The firm is SEC-registered (2024) and is owner-operated. Its clients are institutional in nature and it charges fees as a percentage of assets under management. Brickwood positions itself as a hands-on portfolio manager rather than a broad capital allocator. The firm does not self-identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alethea Nugent

    Chief Compliance OfficerCRD 8075861

Contacts

3 of 4
  • Claudia Ripley

    PartnerCRD 7964271

  • Ben Whitmore

    Fund ManagerCRD 7964822

  • Dermot Murphy

    Fund ManagerCRD 7964820

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
810 Grosvenor Gdns
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth