BROOKSIDE EQUITY PARTNERS LLC
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 164429
- Registered since
- July 10, 2015
- Website
- www.brooksideequity.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brookside Equity Partners LLC operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm acts as an adviser and sponsor—serving as general partner and managing member of its funds—rather than as a broad capital allocator across disparate mandates. Investment activity centers on private equity commitments and related private-market strategies; the firm also indicates active interest in ESG considerations across its investments. Brookside’s advisory work is concentrated on managing closed-ended funds and similar pooled structures, with governance and fee arrangements that include percentage-of-AUM, fixed fees and performance-based components. Brookside has a compact institutional client base and appears to prioritize concentrated, manager-led private-market strategies rather than broad public-market index exposures. When it does hold publicly reportable equities, those positions are small relative to its private fund footprint and are concentrated across very few names.
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
Owners & executives
1 of 1RAYMOND WELDON
Managing Director, Chief Compliance OfficerCRD 6071443
Contacts
2 of 2RICHARD DELL'AQUILA
Managing DirectorCRD 6177492
DONALD HAWKS
Managing Director & PresidentCRD 6071436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 201 Tresser Blvd
- Time zone
- ET (UTC-5)
- Office locations
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