BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 156772
- Registered since
- March 30, 2012
- Website
- www.bpea-pe.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brooke Private Equity Associates Management LLC is an SEC-registered adviser organized as a limited liability company that primarily manages private equity pooled vehicles for institutional investors. The firm acts as sponsor/GP and managing member of its pooled funds and provides portfolio management for those vehicles rather than serving as a broad capital allocator to outside managers. Ownership is reported as a mix of a domestic entity and an individual, and the adviser has been SEC-registered since 2012. The firm charges a combination of asset-based fees and performance-based fees, and it does not identify as an active ESG investor. Its regulatory footprint is limited — the adviser is not described as a multi-state adviser or pension consultant in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2LAURIE CALLICUTT
Chief Compliance Officer & Vice PresidentCRD 6020898
STEPHEN BYERS
Chief Financial OfficerCRD 6662774
Contacts
3 of 4SAMUEL BROOKE
Financial AdvisorCRD 6022427
PETER BROOKE
Co-FounderCRD 6022426
CHRISTOPHER AUSTEN
Managing DirectorCRD 4390645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 100 Federal St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GLOUSTON CAPITAL PARTNERS, LLC
RIABOSTON, MA
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC
RIABOSTON, MA
BOSTON FAMILY OFFICE LLC
RIABOSTON, MA
PORTOLAN CAPITAL MANAGEMENT, LLC
RIABOSTON, MA
MONASHEE INVESTMENT MANAGEMENT, LLC
RIABOSTON, MA
CALLODINE CAPITAL MANAGEMENT
RIABOSTON, MA