Brooklands

RIASEC RegisteredEst. 2017
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$60.8M
Accounts
24
Employees
13
Advisory reps
2

Firm details

Headquarters
London,
CRD number
286221
Registered since
August 2, 2017
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles73.64%
  • Sovereign Wealth Funds25.43%
  • HNWI0.93%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brooklands is a limited liability company that operates as a hedge fund adviser and manager of pooled investment vehicles. Registered with the SEC in 2017, the firm serves both high-net-worth individuals and families as well as institutional clients. Its fee model combines a percentage-of-assets structure with performance-based fees, which aligns incentives toward absolute-return or relative outperformance strategies typical of hedge fund managers. The firm’s regulatory and business activity mix is unusual: in addition to portfolio management for pooled vehicles it lists CPO/CTA and law firm activities and maintains an industry affiliation with accounting professionals. Brooklands’ ownership mix includes both a foreign entity and an individual, and its custody footprint — notably a large relationship with Citibank Europe Plc — points to cross-border operational elements or offshore custody for a portion of assets.

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

Asset composition

Asset composition: Exchange Traded Equities 53%, Derivatives 26%, Cash & Cash Equivalents 21%53%
  • Exchange Traded Equities53%
  • Derivatives26%
  • Cash & Cash Equivalents21%

Owners & executives

2 of 2
  • Williams Michael

    Williams Michael

    Co-CEO and Co-FounderCRD 6825882

  • Olivier Thieux

    Olivier Thieux

    Co-founder & Co-CEOCRD 6825880

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
4 Cavendish Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth