Brick Street Equity Management, LLC

Overview

Brick Street Equity Management, LLC is a small, equity-focused advisory firm that provides portfolio management for individuals and small businesses. The firm runs actively managed equity allocations as its primary discipline, favoring exchange-traded equities and exchange-traded products as the main vehicles for client exposure. Its clients include both individual and family investors as well as select institutional relationships, and its fee model is a percentage-of-assets structure. The firm does not position itself as an ESG investor and is not described as a multi-state adviser. Registered with the SEC in 2017 and organized as a limited liability company, Brick Street Equity Management appears to concentrate on straightforward equity strategies supplemented by targeted use of fixed income and external alternative managers when appropriate.

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Location & Offices