Brookside Capital Group LLC

Overview

Brookside Capital Group LLC is a small, privately held wealth advisory firm organized as an LLC and owned by an individual. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses, and it also operates as an insurance broker—an arrangement that aligns with its use of annuities and insurance products alongside investment management. Brookside does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices