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 limited liability company formed in 2018 that provides portfolio management services to institutional clients. The firm's stated advisory focus is management of pooled investment vehicles, and it operates on a percentage-of-assets fee model. Ownership is described as a mix of a domestic entity and an individual, and the firm is classified as an unclassified adviser in the available data. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm is registered to provide advisory services rather than to act as a capital allocator; it is also listed with an industry affiliation as an “Other Investment Adviser.” Those points, together with the pooled-vehicle focus, indicate Brickell Key concentrates on running one or more collective investment structures for institutional counterparties rather than on separate-account wrap or large-scale multi-client retail wealth management.
Assets & Accounts
Investments & Alternatives
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 2BILLY 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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