Brickwood Asset Management

RIASEC RegisteredEst. 2024
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 a limited liability partnership that registered with the SEC in 2024 and operates as an institutional RIA focused on institutional clients. The firm charges fees as a percentage of assets under management and concentrates its advisory work on portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Brickwood is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
810 Grosvenor Gdns
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth