BROOKWOOD ADVISORS, LLC

RIASEC RegisteredEst. 2026
Total AUM
$964M
Discretionary
$964M
100% of AUM
Avg account
$161M
Accounts
6
Employees
5
Advisory reps
3

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

FINTRX

Overview

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

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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

Owners & executives

2 of 2
  • ERICKA AYLES

    Managing Director and Chief Financial OfficerCRD 6530897

  • THOMAS TRKLA

    Chairman and Chief Executive OfficerCRD 1238366

Contacts

1 of 1
  • MARCIA STROUSS

    Managing Director, Associate General CounselCRD 1365779

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth