Brinley Partners, LP

RIASEC RegisteredEst. 2021
Total AUM
$6.3B
Discretionary
$4.6B
73% of AUM
Avg account
$524M
Accounts
12
Employees
22
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
316147
Registered since
September 27, 2021
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

Brinley Partners, LP is a limited partnership that manages pooled investment vehicles for institutional clients. The firm is registered with the SEC (registered in 2021) and presents itself as a multi-strategy manager with activity across hedge fund, private equity and securitized-asset strategies. Its advisory work centers on portfolio management for pooled vehicles, and it also operates in sponsor/GP and managing-member roles for those vehicles. The firm is not identified as an active ESG investor and is structured under a mix of domestic-entity and individual ownership. Its fee arrangements include asset-based fees and performance-based compensation, among other fee elements.

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
  • Lauren Thoms

    Chief Compliance OfficerCRD 8296447

  • Samantha Viglienghi

    Samantha Viglienghi

    Chief Financial OfficerCRD 4872773

Contacts

2 of 2
  • Rex Chung

    PartnerCRD 2465946

  • Kerry Dolan

    Kerry Dolan

    Managing PartnerCRD 3174223

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
630 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth