Brookside Equity Partners LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$74.5M
Accounts
20
Employees
8
Advisory reps
3

Firm details

Headquarters
Stamford, Connecticut
CRD number
164429
Registered since
July 10, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brookside Equity Partners LLC is an SEC-registered private equity manager formed in 2015 and organized as a limited liability company. The firm operates primarily as a sponsor and adviser to pooled investment vehicles, serving institutional investors rather than individual retail clients. Its advisory activity centers on portfolio management for pooled funds, where it typically acts as general partner and managing member. Brookside employs a mixed fee schedule that can include a percentage of assets under management, fixed fees, performance-based fees and other arrangements. The firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Raymond Weldon

    Raymond Weldon

    Managing Director, Chief Compliance OfficerCRD 6071443

Contacts

2 of 2
  • Richard Dell'aquila

    Richard Dell'aquila

    Managing DirectorCRD 6177492

  • Donald Hawks

    Donald Hawks

    Managing Director & PresidentCRD 6071436

Wealth teams

FINTRX

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

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
201 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth