Brick Street Equity Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159177
- Registered since
- January 26, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.09%
- Individuals13.91%
- Charitable Organizations3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Brick Street Equity Management, LLC is a small, privately held investment adviser organized as an LLC and registered in North Carolina. The firm serves individual, family and some institutional clients, focusing on fee-based portfolio management billed as a percentage of assets. Its advisory work centers on managing portfolios for individuals and small businesses rather than acting as a capital allocator or pension consultant. Brick Street does not identify itself as an ESG investor and operates under an owner-type listed as individual.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities88%
- Non-Investment Grade Corp Bonds7%
- Investment Grade Corp Bonds3%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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