Brickster Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 338580
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Brickster Capital LLC operates as a small, actively managed advisory boutique focused on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and can assess performance-based fees, indicating an orientation toward active, results-driven mandates rather than purely advisory or wrap-fee relationships. Filings show a clear equity preference: the adviser allocates a sizable portion of its SMA assets to exchange-traded equities and ETFs for core exposure, while also employing commodity and oil & gas strategies as alternative allocations. The firm reports no formal ESG program and is organized as a single-state, owner-operated limited liability company.
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 Equities55%
- US Government Bonds15%
- Derivatives15%
- Cash & Cash Equivalents15%
Contacts
1 of 1
John Pace
CRD 8156477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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