BROOKLAWN CAPITAL ADVISORS
Firm details
- Headquarters
- New York, New York
- CRD number
- 287796
- Registered since
- March 24, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Brooklawn Capital Advisors is an owner-run, independent RIA that acts as a capital allocator for individual and family clients. The firm, formed and SEC-registered in 2017 as an LLC, combines financial planning with discretionary portfolio management for individuals and small businesses and also performs manager selection for third-party advisers. Brooklawn operates under a fixed-fee model and is not flagged as an active ESG investor. Investment activity centers on public equities as the core exposure, supplemented by allocations to external alternative managers. The firm manages most client relationships on a discretionary basis, indicating a hands-on approach to portfolio construction and rebalancing. Brooklawn’s mandate and service mix suggest it serves high-net-worth households that require tailored planning plus access to private market and manager-driven strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- US Government Bonds24%
- Other13%
- Public Funds/Mutual Funds7%
- Investment Grade Corp Bonds5%
Contacts
1 of 1ANDREW WHITE
Managing MemberCRD 4789044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 555 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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