BROOKLAWN CAPITAL ADVISORS

RIASEC RegisteredEst. 2017
Total AUM
$124M
Discretionary
$109M
88% of AUM
Avg account
$8.9M
Accounts
14
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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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

Asset composition

Asset composition: Exchange Traded Equities 44%, US Government Bonds 24%, Other 13%, Public Funds/Mutual Funds 7%, Investment Grade Corp Bonds 5%, State & Local Bonds 4%, Private Funds 2%, Cash & Cash Equivalents 1%44%
  • Exchange Traded Equities44%
  • US Government Bonds24%
  • Other13%
  • Public Funds/Mutual Funds7%
  • Investment Grade Corp Bonds5%

Contacts

1 of 1
  • ANDREW WHITE

    Managing MemberCRD 4789044

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
555 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth