Brickell Key Asset Management LLC
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 295209
- Registered since
- April 23, 2018
- Website
- www.bkaml.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brickell Key Asset Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2018. The firm serves an institutional client base and provides portfolio management specifically for pooled investment vehicles. Its fee model is a percentage of assets under management rather than performance-only or flat-fee arrangements. The adviser is not positioned as a capital allocator and is not an active ESG investor. It is not a multi-state adviser, does not act as a pension consultant, and does not appear to be a related adviser to another firm. Industry affiliation is listed as Other Investment Adviser. Ownership is recorded as a mix of a domestic entity and an individual.
Assets & Accounts
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 2
Billy Yuen
Co-Founder and Chief Executive OfficerCRD 1719972
Mark Broadwater
Chief Compliance OfficerCRD 6629572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 171 Church St
- Time zone
- ET (UTC-5)
- Office locations
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