BROOKWOOD ADVISORS, LLC
Firm details
- Headquarters
- BEVERLY, Massachusetts
- CRD number
- 338550
- Registered since
- January 7, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brookwood Advisors, LLC is a limited liability company registered with the SEC in 2026 that serves institutional clients. Its primary advisory activity is portfolio management for pooled investment vehicles; the firm also functions as sponsor, general partner and managing member of pooled vehicles and sponsors limited partnerships outside of pooled vehicles. Brookwood reports affiliations with a broker-dealer, and its listed business model combines percentage-of-AUM fees with performance-based fees, indicating a fund-style compensation structure. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Owners & executives
2 of 2ERICKA AYLES
Managing Director and Chief Financial OfficerCRD 6530897
THOMAS TRKLA
Chairman and Chief Executive OfficerCRD 1238366
Contacts
1 of 1MARCIA STROUSS
Managing Director, Associate General CounselCRD 1365779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEVERLY, MA
ESSEX
Location
BEVERLY, MA
Headquartered in BEVERLY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 138 Conant St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CABOT WEALTH MANAGEMENT
RIABEVERLY, MA
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
RIABEVERLY, MA
BLUEDOOR PRIVATE WEALTH, LLC
RIABEVERLY, MA
EASTERLY INVESTMENT PARTNERS LLC
RIABEVERLY, MA
FAMILY FIDUCIARY SERVICES, INC.
RIABEVERLY, MA
PARK STATE ASSET MANAGEMENT LLC
RIABEVERLY, MA